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Client Services Associate: Elevate Financial Client
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-01-04
Listing for:
CKE Financial Services
Full Time
position Listed on 2026-01-04
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service
Job Description & How to Apply Below
A financial services firm in Westlake, Ohio, is seeking a Client Service Associate to provide essential operational and administrative support to financial advisors and clients. Ideal candidates should have a high school diploma and preferably two years of experience in the financial industry. Strong organizational and communication skills are required for this role, which involves assisting in client onboarding and managing various tasks effectively.
The position offers a salary range of $50,000-$60,000.
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Position Requirements
10+ Years
work experience
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