This is not a hybrid opportunity.
Client Service Associate Location: Avon Lake, Ohio
Type: Full-Time
Industry: Wealth Management / Financial Services
Are you passionate about delivering exceptional client service in a collaborative, team-focused environment? Our client is seeking a Client Service Associate to join its growing financial services team and play a vital role in supporting clients and advisors.
What You'll Do: As a key member of the client service team, you'll work directly with advisors and clients to ensure smooth and accurate execution of key operational activities. Your responsibilities will include:
- Deliver a high-touch client experience
- Reviewing account preparations and ensuring documentation accuracy
- Opening, transferring, and maintaining client accounts
- Supporting financial advisors with day-to-day client service and administrative needs
What They're Looking For: They are seekingsomeone who is highly organized, detail-oriented, and committed to excellence in client service. The ideal candidate will thrive in a collaborative environment and share our dedication to doing what's best for our clients and the firm.
Qualifications: - Previous experience in a administration in financial services or banking
- Experience working on the Pershing platform, specifically using NetX360 or NetXInvestor
- Strong communication and interpersonal skills
- A team player who values collaboration, professionalism, and integrity
- Proficiency with financial systems and Redtail CRM tools a plus
Why Join Them? They are a close-knit team that values trust, transparency, and teamwork. Their mission is to help clients achieve their financial goals while building strong, lasting relationships. If you're looking to grow your career in a supportive and professional environment, they'd like to meet you.