Client Service Specialist, Senior Associate

Rockport Wealth Advisors; Youngstown (OH); On-site; USD 52,000 - 76,000; Full time

Job summary

Rockport Wealth Advisors is seeking a Client Service Specialist, Senior Associate for a full-time, on-site role in Youngstown, Ohio. You will work closely with clients, advisors, and team members to deliver a high level of personalized service and ensure an exceptional client experience.

The ideal candidate will have deep knowledge of investment accounts, custodial processes, and financial terminology, along with excellent organizational skills and discretion, and the ability to manage multiple

Qualifications

• 10–15 years of experience in a similar role within the financial services industry.
• Client-first mindset with a strong commitment to service excellence.
• Strong knowledge of investment accounts, custodial processes, and financial services terminology.

Responsibilities

• Deliver high-level personalized client service and serve as a trusted resource for clients and internal teams.
• Collaborate with advisors and team members to manage multiple priorities and deadlines.
• Proactively address client needs and maintain a high standard of professionalism and discretion.

Skills

Client-first mindset

Organizational skills

Communication skills

Problem-solving

Team leadership

Discretion and judgment

Education

10-15 years of experience in financial services

Tools

Wealthbox CRM

MS Office

Job description

Rockport Wealth Advisors is dedicated to providing thoughtful, professional, and holistic financial planning solutions. Our clients choose us for our commitment to delivering objective, personalized advice, tailored to their unique goals, values, and circumstances. Every recommendation we make serves the best interests of our clients, which is the foundation of the Rockport Way. As a fee-based Registered Investment Adviser (RIA), Rockport offers a broad range of professional services to meet the varying needs of our clients.

Role Description

This is a full-time, on-site role for a Client Service Specialist, Senior Associate located in Youngstown, Ohio. The Client Service Specialist will work closely with clients, advisors, and team members to deliver a high level of personalized service and ensure an exceptional client experience. The Client Service Specialist will take ownership of client service responsibilities, proactively address needs, and serve as a trusted resource for both clients and internal team members. The ideal candidate will also have a strong understanding of investment accounts, custodial processes, and financial terminology, along with excellent organizational skills and attention to detail. This role requires a high level of accountability, discretion, sound judgment, and the ability to effectively manage multiple priorities and projects.

Qualifications

• 10-15 years of experience in a similar role within the financial services industry
• Client-first mindset with a strong commitment to service excellence
• Strong knowledge of investment accounts, custodial processes, and financial services terminology
• Exceptional organizational skills, attention to detail, and ability to effectively manage multiple priorities, projects, and deadlines
• High level of accountability, professionalism, discretion, and sound judgment
• Strong problem-solving and critical-thinking abilities
• Excellent interpersonal and communication skills
• Proven ability to collaborate effectively within a team while confidently taking the lead when appropriate
• Proficiency with CRM systems, preferably Wealthbox, and Microsoft Office Suite, with a willingness to learn and adopt new technologies
• Commitment to Rockport’s values and a culture of client service, teamwork, and continuous improvement

Location

Rockport Wealth Advisors – Youngstown Office