Client Service Associate, Private Client Group

Fort Washington Investment Advisors, Inc.; Cincinnati (OH); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

Paid time off increasing with tenure

Tuition reimbursement

Medical, dental, vision, and life保险

401(k) savings plan with pension

Parental leave and maternity leave

On-site fitness center and cafeteria

Extensive employee discount program

Job summary

Fort Washington Investment Advisors, Inc. in Cincinnati, OH is seeking a Client Service Associate for our Private Client Group.

You will understand clients’ objectives and craft strategic recommendations, acting as the main contact and building strong relationships through data analysis. Responsibilities include day-to-day client service, coordinating with operations and custodians, processing accounts, and delivering wealth management solutions.

Qualifications

• 3 years' private client relationship experience.
• Ability to manage multiple projects and clients.
• Strong communication and interpersonal skills.
• High degree of EQ.

Responsibilities

• Serve as main day-to-day contact for client admin and service needs.
• Collaborate to deliver wealth management and planning solutions.
• Retain and expand business by anticipating needs and referrals.
• Coordinate with operations, compliance, custodians, IT, and vendors.
• Handle routine client service tasks like money movement, reporting, and inquiries.
• Continue knowledge through internal meetings and education.

Skills

Private client relationship

Multi-client management

Communication skills

Interpersonal skills

Emotional intelligence

Job description

What You’ll Do: A Day in the Life of a Client Service Associate within our Private Client Group;

The ideal candidate will be responsible for gaining a deep understanding of the private clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients.

Responsibilities

• Serves as a main day-to-day point of contact for all client administrative and service needs. Collaborates with team members to proactively deliver a full range of wealth management, investment management and planning solutions to private wealth clients. Responds quickly and accurately to client service issues and concerns. Addresses service issues proactively and communicates regularly with the client. This position requires excellent EQ and business judgement in order to deepen existing relationships, develop new client relationships and help grow the business.
• Seeks to retain and expand business with existing clients by anticipating client needs and proactively introducing additional wealth management solutions as appropriate. Seeks to generate referrals from satisfied clients and their other external advisors.
• Collaborates with operations, compliance, outside custodial partners, IT/systems, and other vendors as necessary to properly administer and manage client relationships. Opens (and closes) accounts which will include document processing securities transfer, compliance, and important reporting requirements (DOL etc), and problem resolution.
• Is responsible for other routine, day-to-day client service requirements including client money movement, cash management, routine client reporting, client custodian issues, operational problems affecting the client, client correspondence and document maintenance, and general portfolio inquiries.
• Continues to expand knowledge base by attending internal investment meetings, education seminars, and continuing education within FWIA.

Qualifications

• 3 years' of private client relationship experience
• Ability to manage multiple projects and clients
• Strong communication and interpersonal skills
• High degree of EQ

Why Work for Us

We know people do their best work when they feel valued and are supported. That’s why we offer a comprehensive benefits package designed to help you succeed both at work and at home, including:

• Paid time off increasing with tenure.
• Tuition reimbursement and individualized career development plans.
• Medical, dental, vision, and life insurance.
• 401(k) savings plan with pension options.
• Parental leave and maternity leave with a 4-week transition back to work.
• Access to on-site amenities like a fitness center, cafeteria and more.
• Extensive employee discount program.

Headquartered in Cincinnati, Ohio, Western & Southern is a Fortune 500 company recognized as one of America’s Best Midsize Employers by Forbes1. We invest in our associates through meaningful skill development, leadership opportunities and career coaching.

Our commitment to career growth and employee development earned us national recognition, including two gold badges from Where You Work Matters and Top 10 Military Friendly Employer and Top Spouse Employer designations. We take pride in helping associates build meaningful careers through award-winning development programs and leadership opportunities. Hear what our associates say about their experience at W&S!

We also recognize that talent comes from many different backgrounds and experiences. If you're excited about this opportunity but don't meet every qualification, we encourage you to apply.

Our Culture

Western & Southern is built on a culture driven by integrity, top-notch performance, teamwork and collaboration. We’re committed to hiring and developing professionals who strive for excellence, demonstrate strong ethics and make fact-based decisions. Our associates are empowered to chase their career dreams while being supported every step of the way.

Western & Southern is not just a place to work — it’s somewhere to grow, lead, win and make a difference in your career and community.

Learn more at www.westernsouthern.com/careers.