Client Services Associate – Rated, Privately Held Financial Services Firm

Client Services Associate – Join a Highly Rated, Privately Held Financial Services Firm!

Location: Near Seven Hills, OH

Salary: $60,000-$65,000

Benefits: Medical, Dental, Vision, Life, PTO, Holidays, Profit-Sharing

Start Date: ASAP

Job Type: Full-Time

Typical

Hours:

M-F, 8:30 am – 5:00 pm (some flexibility)

Great Work/Life Balance!

Our client, a privately held financial services firm, is looking for a Client Services Associate to join their team near Seven Hills, OH. With a Glassdoor rating above 4.5 and consistent recognition for workplace culture, this is an excellent opportunity for someone who brings a thoughtful, organized approach and thrives in a collaborative, client‑focused, and evolving environment. In this position, you’ll support their investment team with a mix of administrative work, client communication, and account‑related tasks.

A culture that's backed by results.

While they are a financial services firm, their mission is deeply rooted in service, balancing strong performance with a genuine commitment to doing right by both clients and employees. Leadership shared that this office has never experienced voluntary turnover
. Employees who have moved on from this position have done so through internal promotions rather than leaving the organization for outside opportunities. For candidates seeking stability, growth, and a collaborative team environment where people tend to stay and build long‑term careers, that’s a powerful differentiator.

• Develop and maintain a working knowledge of client accounts
• Act as a point of contact for client communications via phone and email
• Prepare and process new account openings using digital tools (e.g., e‑signature)
• Coordinate account transfers, distributions, and maintenance requests
• Draft correspondence and prepare documentation for clients and financial institutions
• Process financial transactions (ACH, wires, etc.)
• Maintain and update CRM systems and client records with a high level of accuracy
• Serve as a liaison between internal teams and external financial institutions
• Support preparation and distribution of client materials, including quarterly reports
• Schedule meetings and manage calendars using digital tools

• 2+ years of client‑facing administrative or office support experience required
• Experience with in wealth management, financial services, banking, or a CPA firm required
• Experience utilizing CRM systems (e.g. Salesforce, Hub Spot, Microsoft Dynamics, etc.) required
• Ability to work onsite required