Client Service & Onboarding Associate
Listed on 2026-10-03
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Finance & Banking
Financial Services, Bank Customer Service
Capital Asset Management in Columbus, OH is seeking a Client Service Associate to join their financial planning team. The role involves assisting clients with account management and providing excellent service in a supportive, team-oriented environment.
Candidates need 2 years of financial services experience, strong organizational skills, and the ability to work independently. The position offers a salary range of $65K-80K, group medical insurance, and a generous PTO policy.
The following role is for a Client Service & Onboarding Associate with Leading Financial Advisory Firm.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Service & Onboarding Associate role in the description above.
We appreciate your interest in this position.
Join Leading Financial Advisory Firm and contribute to our ongoing work.
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