Client Services Associate

Client Services Associate

Alpha Planning is seeking a Client Service Associate in Solon, OH. The role is ideal for someone detail-oriented, resourceful, and eager to grow within a boutique advisory firm.

$42,000.00 / yr – $45,000.00 / yr

Annual Bonus

• Small‑team intimacy:
  Everyone’s personality, style, and strengths add color.
• Results‑focused expectations: 40 hours per week, success measured by results, occasional evening/after‑hours meetings for those interested in future advisory roles.

• Ensure client data and paperwork are perfectly prepared for meetings each week, averaging 15–20 appointments.
• Master multiple software systems to efficiently support client needs and meeting preparation.
• Coordinate essential pre‑ and post‑meeting tasks for smooth client interactions.
• Train to support trades and handle client paperwork during meetings.
• Learn and master our process for preparing advisors’ recommendations.
• Bring fresh perspective and problem‑solving to operational challenges.
• Support client‑facing tasks with growth into answering basic financial planning requests.
• Develop and grow with the firm for potential future role in management and/or advisory pathways.

• High school diploma required.
• Exceptional attention to detail and a commitment to accuracy in all tasks.
• Eagerness to learn and demonstrated passion for the financial services industry.
• Demonstrated proficiency with Microsoft Excel.
• 1+ years’ of work experience exhibiting strong attention to detail and accountability for processes.
• Proven ability to prioritize tasks and work independently following training.
• Demonstrated history of critical thinking and effective problem‑solving skills.

• Bachelor’s degree in business, finance, or a related field.
• Hands‑on experience with CRM platforms, financial planning software, and/or innovative AI tools such as ChatGPT.
• Proven background in roles that require creative problem‑solving and proactive decision‑making.
• Genuine interest in expanding knowledge and skills toward a future career in financial advising.

• $42k – $45k competitive base pay.
• Annual variable compensation and bonuses tied to team and firm success; potential to exceed $100,000 annually with growth.
• PTO.
• 401(k).

• In office:
  Monday–Friday, 9:00 am–5:30 pm.
• Some evenings required for client events and evening appointments.

Associate

Full‑time

Finance