Client Service Associate Sylvania, OH

Client Service Associate

We are looking for a Client Service Associate to support advisors and relationship management professionals in delivering a high-quality client experience in Sylvania, Ohio. This role is ideal for someone who is organized, service-driven, and comfortable handling a broad range of administrative and client support activities with accuracy and professionalism. The position plays an important part in maintaining smooth daily operations, strengthening client relationships, and ensuring documentation and account-related tasks are completed in a timely and compliant manner.

Responsibilities:

• Respond to client questions and service requests promptly, helping resolve concerns while fostering trust and long-term relationships.
• Coordinate daily workflow by organizing competing priorities, tracking open items, and ensuring assignments are completed accurately and on schedule.
• Create, update, and maintain client records, forms, and supporting documentation with close attention to detail and regulatory expectations.
• Arrange communication and meeting logistics between clients, advisors, and relationship management staff, including calendar coordination and follow-up support.
• Assist with account administration tasks such as initiating new accounts, processing updates, supporting account closures, and handling transaction-related paperwork.
• Prepare and distribute recurring account and activity reports to support client service efforts and internal visibility into account status and performance.
• Partner with advisors, relationship managers, and service team members to support business objectives and contribute to a collaborative work environment.
• Participate in team meetings and ongoing learning opportunities to expand knowledge of client service processes and take on broader responsibilities over time.
• Identify opportunities to improve workflows and recommend practical process enhancements that increase efficiency and service quality.
• Perform additional administrative and client support duties as needed to meet team and business needs.