Client Service Associate Solon, OH

Solon, OH - USA

Monthly Salary: $ 42 - 45

Posted on: 13 hours ago

Vacancies: 1 Vacancy

Job Summary

Position: Client Service Associate

Firm: Alpha Planning

Location: Solon OH

Are you passionate about the complex nature of financial planning and eager to grow within a boutique advisory firm Alpha Planning located in Solon OH is seeking a Client Service Associate who is extremely detail-oriented and resourceful ready to play a vital role on our team.

In this position your accuracy and ability to solve problems will be essentialnot only for supporting our clients but also for ensuring the foundation of our client relationships remains strong. These skills are crucial to the success of both our clients and our firm. We will set you on a path to develop into a more client-facing or advisory role over time. If youre ready to make an impact and grow professionally we want to meet you!

Culture & Upside:

Small-team intimacy: Youll join a team where everyones personality style and strengths add color. Be ready to bring your own unique perspective!
Results-focused expectations: Employees generally work 40 hours per week sometimes more but success is measured by results. Occasional evening/after-hours meetings and events may be required especially for those interested in future advisory roles.
Mentorship & long-term growth: Progression into Client Service Manager or Financial Advisor role possible.

Who will thrive here

Those who love unpacking complexity catching errors before anyone else communicating clearly problem solving and contributing new ideas. You prefer the right way to the quick way and want your work to pave your path forward in the financial services industry.

What Youll Do:

Ensure client data and paperwork are perfectly prepared for meetings each week averaging 15-20 appointments
Master multiple software systems to efficiently support client needs and meeting preparation
Coordinate essential pre- and post-meeting tasks for smooth client interactions
Train to support trades and handle client paperwork during meetings
Learn and master our process for preparing advisors recommendations
Bring fresh perspective and problem-solving to operational challenges
Support client-facing tasks with growth into answering basic financial planning requests
Develop and grow with the firm for potential future role in management and/or advisory pathways

What Were Looking For:

High school diploma required
Exceptional attention to detail and a commitment to accuracy in all tasks
Eagerness to learn and demonstrated passion for the financial services industry
Demonstrated proficiency with Microsoft Excel
1 years of work experience exhibiting strong attention to detail and accountability for processes
Proven ability to prioritize tasks and work independently following training
Demonstrated history of critical thinking and effective problem-solving skills

Bonus Points:

Bachelors degree in business finance or a related field
Hands-on experience with CRM platforms financial planning software and/or innovative AI tools such as ChatGPT
Proven background in roles that require creative problem-solving and proactive decision-making
Genuine interest in expanding knowledge and skills toward a future career in financial advising

What Youll Get:

Pay & Perks:

$42k - $45k competitive base pay
Position offers annual variable compensation and bonuses that are directly tied to the success of our team and firm. As your years of service with the company increase so does your share of the bonus poolrewarding your ongoing commitment and bottom-line impact. With strong performance and continued growth total compensation has the potential to exceed $100000 annually.
PTO
401k

Schedule:

In office: Monday Friday 9:00am 5:30pm
Some evenings required for client events and evening appointments

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

Position: Client Service AssociateFirm: Alpha PlanningLocation: Solon OHAre you passionate about the complex nature of financial planning and eager to grow within a boutique advisory firm Alpha Planning located in Solon OH is seeking a Client Service Associate who is extremely detail-oriented and re...