Client Service Associate - Cincinnati, OH

Advisor Talent Solutions; Cincinnati (OH); On-site; USD 50,000 - 54,000; Full time

Benefits offered by this job

Salary range

Generous PTO

Simple IRA after 1 year

Paid holidays

Job summary

Advisor Talent Solutions is seeking a Client Service Associate in Cincinnati, OH to provide high-touch client service and administrative support. You will welcome clients, answer calls, maintain a polished reception, and prepare meeting spaces while assisting advisors with a seamless client experience.

The role requires 1+ years in a professional office, strong communication, and proficiency with Microsoft Office and Redtail CRM.

Qualifications

• High School Diploma or equivalent is required.
• 1+ years in a professional office environment.
• Proficient with Microsoft Office Suite and Redtail CRM.
• Self-starter who can work independently.
• Excellent written and verbal communication.
• Collaborative team player with strong organization.
• Attention to detail and accuracy in tasks.
• Able to build trusted client relationships with discretion.

Responsibilities

• Welcome clients and visitors with professionalism and warmth.
• Answer and direct incoming phone calls.
• Maintain an organized, welcoming reception area.
• Prepare conference rooms for client meetings.
• Serve as a primary contact for client service requests with warmth.
• Build trusted client relationships with high-touch service.
• Process service requests including beneficiary updates and account maintenance.
• Maintain documentation and client notes in the CRM (Redtail).
• Support advisors by preparing for client meetings and ensuring a seamless experience.
• Review applications for completeness and accuracy before submission.
• Ensure timely completion of tasks to meet compliance requirements.
• Support scheduling, setup, and execution of client events and classes.

Skills

Communication skills

Organizational skills

Relationship building

Self-motivation

Multitasking

Education

High School Diploma

Tools

Microsoft Office

Redtail CRM

Job description

Overview

As our firm continues to grow, we are seeking a Client Service Associate to join our team in Cincinnati, OH. This role is ideal for a polished professional who thrives in a fast-paced environment, enjoys building long-term client relationships, and takes pride in delivering white-glove service.

The Client Service Associate will have strong administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients. You will serve as a key part of the client journey and helping ensure every client interaction reflects the high standards of our firm.

What you’ll do:

• Welcome clients and visitors with professionalism and warmth
• Answer and direct incoming phone calls
• Maintain an organized, welcoming reception area
• Prepare conference rooms for client meetings
• Serve as a primary point of contact for client service requests with professionalism, warmth, and responsiveness
• Build trusted relationships with clients while delivering a high-touch service experience
• Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
• Maintain accurate documentation and detailed client notes within the CRM system (Redtail)
• Support advisors by preparing for client meetings and ensuring a seamless client experience
• Review applications and paperwork for completeness and accuracy before submission
• Ensure timely and accurate completion of tasks to meet compliance requirements
• Support the scheduling, setup, and execution of client events and informational classes

What We’re Looking For:

• High School Diploma
• 1+ years working in a professional office environment
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM system (Redtail)
• Self-starter who takes initiative and works well independently
• Excellent communication; written and verbal, professional and well spoken
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

• Experience within the financial industry is a plus

What You’ll Get:

Pay & Perks:

• $50,000 – $54,000/year, based on experience + bonus potential
• Generous paid time off program
• Simple IRA available after 1 year of employment
• Paid holidays

Schedule:

• In office: Monday – Thursday 8:30am-4:00pm and Friday 8:30am-12:00pm
• Occasional evenings required for client events

Presented by 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 advisortalentsolutions.com