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Financial Services Client Experience Associate

Job in Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: Your Bridge Wealth Management
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm located in Westlake, Ohio, seeks a client-focused individual to handle front desk operations and support Financial Advisors. The ideal candidate should have at least 2 years of experience in Brokerage or Client Services and possess strong communication skills. Responsibilities include managing client interactions, assisting with account setups, and maintaining compliance records. This position plays a vital role in ensuring a seamless client experience and efficiency within the team.
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Position Requirements
10+ Years work experience
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