Client Service Associate - Admin Role
Client Service Associate - Admin Role
Posted on :
03-05-2025
Employer Active
1 Vacancy
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Job Description
This is not a hybrid opportunity.
Client Service Associate
Location:Avon Lake Ohio
Type:FullTime
Industry:Wealth Management / Financial Services
Are you passionate about delivering exceptional client service in a collaborative teamfocused 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 Youll Do:
As a key member of the client service team youll work directly with advisors and clients to ensure smooth and accurate execution of key operational activities. Your responsibilities will include:
They are seekingsomeone who is highly organized detailoriented and committed to excellence in client service. The ideal candidate will thrive in a collaborative environment and share our dedication to doing whats best for our clients and the firm.
Qualifications:
They are a closeknit team that values trust transparency and teamwork. Their mission is to help clients achieve their financial goals while building strong lasting relationships. If youre looking to grow your career in a supportive and professional environment theyd like to meet you.
Client Service Associate
Location:Avon Lake Ohio
Type:FullTime
Industry:Wealth Management / Financial Services
Are you passionate about delivering exceptional client service in a collaborative teamfocused 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 Youll Do:
As a key member of the client service team youll work directly with advisors and clients to ensure smooth and accurate execution of key operational activities. Your responsibilities will include:
- Deliver a hightouch client experience
- Reviewing account preparations and ensuring documentation accuracy
- Opening transferring and maintaining client accounts
- Supporting financial advisors with daytoday client service and administrative needs
They are seekingsomeone who is highly organized detailoriented and committed to excellence in client service. The ideal candidate will thrive in a collaborative environment and share our dedication to doing whats best for our clients and the firm.
Qualifications:
- Previous experience in a administration in financial services or banking
- Experience working on thePershing platform specifically usingNetX360 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
They are a closeknit team that values trust transparency and teamwork. Their mission is to help clients achieve their financial goals while building strong lasting relationships. If youre looking to grow your career in a supportive and professional environment theyd like to meet you.
Required Experience:
IC
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
