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Client Services Pro Financial Advisory
Job in
Mentor, Lake County, Ohio, 44060, USA
Listed on 2026-02-16
Listing for:
TalentWealth
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A boutique financial services recruiting firm is seeking an experienced Registered Client Service Associate in Mentor, OH. The ideal candidate will manage client interactions, handle documentation, and enhance office processes. Responsibilities include cross-training, database maintenance, and client relationship management. A bachelor's degree and 3+ years in the financial services sector, along with strong organizational skills, are essential for this role.
Opportunities for candidates with Series 7 and Series 66 licenses.
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