Focused Client Services Associate; Financial Services
Job in
Solon, Cuyahoga County, Ohio, 44139, USA
Listed on 2025-12-31
Listing for:
Alpha Planning
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A boutique advisory firm in Solon, OH seeks a Client Services Associate to support client interactions and ensure paperwork is prepared accurately for meetings. Candidates should have a high school diploma, strong attention to detail, and a passion for the financial services industry. This full-time role offers a competitive pay range of $42k to $45k per year, with bonuses tied to firm success.
A bachelor’s degree and experience with CRM platforms are preferred. Join a collaborative environment focused on growth and problem-solving.
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Position Requirements
10+ Years
work experience
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