Advisor Services Specialist – Client Support & Growth

Towson; Westlake (OH); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

401(k) with company match

Paid vacation and sabbatical

Paid parental leave

Job summary

A financial services leader seeks an Advisor Services Associate in Westlake, Ohio. The role involves assisting independent advisory firms with exceptional service. Candidates need customer service experience and strong communication skills. The company promotes professional growth and offers a competitive benefits package, including a 401(k) match and paid time off. This is an on-site position focusing on collaboration and team orientation.

Qualifications

• Minimum 1 year customer service/relationship building experience.
• Excellent operational and organizational skills.
• Strong communication skills for an inbound phone environment.

Responsibilities

• Build trust through exceptional service in a dynamic service center.
• Assist advisors with common topics like new accounts and transactions.
• Work in a fast-paced, client-focused environment.

Skills

Customer service/relationship building experience

Operational and organizational skills

Verbal and written communication skills

Aptitude for technology

Education

Bachelor’s degree or equivalent work experience

Job description

A financial services leader seeks an Advisor Services Associate in Westlake, Ohio. The role involves assisting independent advisory firms with exceptional service. Candidates need customer service experience and strong communication skills. The company promotes professional growth and offers a competitive benefits package, including a 401(k) match and paid time off. This is an on-site position focusing on collaboration and team orientation.