Client Relations Executive Assistant for Financial Services

Express Employment Professionals - Cincinnati East; Fargo (ND); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Simple IRA with 3% employer match

Job summary

Express Employment Professionals - Cincinnati East is seeking an Executive Assistant / Client Relations Associate to work closely with a financial advisor and support client relationships and day-to-day operations.

This role is highly client-facing, involving accompanying the advisor to client meetings, taking detailed notes, following up with clients, and creating a personalized, exceptional client experience to foster long-term relationships in financial services.

Qualifications

• Professional, confident and have great communication skills.
• Punctual, dependable, and highly organized.
• Outgoing and comfortable interacting with a wide variety of clients.
• Naturally personable with strong relationship-building skills.
• Comfortable engaging in conversation and building rapport.

Responsibilities

• Attend client meetings alongside the advisor and take detailed notes.
• Build genuine, professional relationships with clients and learn about their interests.
• Identify opportunities to create meaningful connections and personalize future client interactions.
• Follow up with clients via email after meetings.
• Help ensure clients receive a high-quality, personalized experience.
• Assist with meeting preparation and post-meeting recaps.
• Assist with case preparation and organization.
• Complete applications, forms, and other required paperwork.
• Assist with opening and maintaining client accounts.
• Support day-to-day office operations and administrative needs.
• Maintain accurate and organized client information and meeting notes.
• Help the advisor stay organized and accountable on follow-up items.
• Bring a creative and relationship-oriented mindset to client engagement.
• Identify creative ways to stay connected with clients and strengthen relationships.
• Support client outreach and relationship-building initiatives.
• Contribute ideas for improving the overall client experience and business development efforts.

Skills

Relationship building

Client-facing experience

Communication skills

Organization

Job description

Express Employment Professionals - Cincinnati East is seeking an Executive Assistant / Client Relations Associate to work closely with a financial advisor and support client relationships and day-to-day operations.

This role is highly client-facing, involving accompanying the advisor to client meetings, taking detailed notes, following up with clients, and creating a personalized, exceptional client experience to foster long-term relationships in financial services.