Client Service Associate (CSA)

Beese Fulmer; Canton (OH); On-site; USD 42,000 - 70,000; Full time

Job summary

Beese Fulmer is seeking a highly organized Client Service Associate to join our team and enhance the client experience. This full-time, client-facing role supports Portfolio Managers and Wealth Advisors with administrative and customer service duties.

You will handle client correspondence, assist with meeting preparation and follow-up, manage account setup and updates, prepare documents, update CRM records, and monitor money movements including EFTs and wires.

Qualifications

• Experience in client service within financial services.
• Strong organizational skills and attention to detail.
• Ability to support Portfolio Managers and Wealth Advisors.
• Familiarity with client portals and transaction processing.
• Experience with CRM systems.

Responsibilities

• Interact with clients via phone, email, and written correspondence.
• Support advisors with meeting preparation and follow-up.
• Assist with account setup and updates, including forms and signatures.
• Prepare documents and communicate with clients to obtain signatures.
• Update client information in CRM and manage workflows.
• Monitor money movements and set up EFT lines, automated plans, and wires.
• Review alerts and coordinate with departments across financial institutions.
• File client statements and other communications.
• Perform miscellaneous tasks as the firm grows.

Skills

CRM systems

Client communication

Attention to detail

Team collaboration

Financial services knowledge

Tools

Charles Schwab

Fidelity

Job description

We are seeking a highly organized, experienced, and motivated Client Service Associate to join our dynamic team and contribute to our ongoing success. If you’re looking for an opportunity to grow within a professional, positive, and team-oriented environment, we would love to hear from you.

The Client Service Associate will play a key role in supporting our Portfolio Managers and Wealth Advisors, ensuring a seamless client experience. This is a full-time, client-facing role that requires a combination of administrative and customer service skills, attention to detail, and a genuine passion for helping clients achieve their financial goals.

Primary Responsibilities

• Client Interaction: Friendly, professional correspondence by phone, email, and written communication. Including informing when transactions and actions have been completed, support usage and maintenance of client portal, and scheduling meetings.
• Advisor Support: Handle advisor needs proactively. Providing support for meeting preparation and follow‑up.
• Account Setup and Updates: Collect and prepare client information for new accounts and account changes. Experience with Charles Schwab or Fidelity is a plus.
• Document Preparation: Identify and locate correct forms, prepare paperwork, and communicate with clients in order to send and receive information and acquire signatures.
• Customer Relationship Management (CRM):strong Update client information and utilize workflows and templates.
• Money Movement: Monitor money movement status and set up actions, such as Electronic Funds Transfer (EFT) lines, automated plans, and wires.
• Alert and Process Monitoring: Review alerts, follow up on required actions, and interact with various departments at Charles Schwab and other financial institutions.
• Electronic File Maintenance: File client statements, correspondence, and agreements.
• Miscellaneous: Other duties, as needed and determined as the firm continues to grow.