Client Service Associate

Client Service Associate - Wealth Management

Location:
Pepper Pike, Ohio
Full-Time | In-Office

Are you someone who genuinely enjoys helping people, staying organized, and making sure things get done the right way?

Our client, an established and growing wealth management firm, is looking for a Client Service Associate to join its team. This is an excellent opportunity for someone who enjoys building relationships with clients, managing details behind the scenes, and being part of a collaborative professional environment.

You do not need to be FINRA licensed for this position. Some experience in wealth management, financial services, banking, investments, or a similar client-focused environment would be a strong plus.

As a Client Service Associate, you'll help ensure clients receive responsive, accurate, and thoughtful service throughout their relationship with the firm. Responsibilities will include:

• Serve as a primary point of contact for routine client service needs
• Assist clients with account-related questions and requests
• Prepare and process new account paperwork
• Facilitate money movement, deposits, distributions, and other account transactions
• Maintain accurate and complete client and account information
• Coordinate paperwork and follow up on outstanding items
• Work with custodians and other outside partners to resolve client service issues
• Prepare materials and information for client meetings
• Track requests through completion rather than simply handing them off
• Maintain organized client files, records, and documentation
• Partner with advisors and other team members to provide a seamless client experience
• Identify opportunities to improve processes and make the client experience even better

We're looking for someone who brings a true client service mindset
. You understand that great service isn't just being friendly - it's being responsive, dependable, accurate, proactive, and willing to take ownership.

The right person will likely be:

• Warm, professional, and comfortable communicating directly with clients
• Highly organized and able to manage multiple requests and priorities
• Detail-conscious without losing sight of the bigger picture
• Someone who follows through and likes getting things across the finish line
• Comfortable learning systems, processes, and financial terminology
• A strong team player who can also work independently
• Curious and willing to ask questions and learn
• Calm and resourceful when something doesn't go according to plan

Previous experience in wealth management, an RIA, brokerage, financial services, banking, or another client-service-focused financial environment is preferred.

Experience with account opening, money movement, client onboarding, custodial paperwork, CRM systems, or investment accounts would be especially valuable.

FINRA licensing is not required.

This is an opportunity to join a professional, growing wealth management firm where client service matters and the work you do has a direct impact on both clients and the advisory team.

If you enjoy being the person clients and coworkers can count on — the one who keeps things moving, solves problems, and makes sure nothing falls through the cracks — we'd love to hear from you.