Client Support Specialist for Financial Advisors

Austin Community College; Westlake (OH); Hybrid; Full time

Benefits offered by this job

401(k) with company match

Paid time off for vacation and volunteering

Paid parental leave

Job summary

A leading financial services firm is seeking a Client Support Associate in Westlake, Ohio. In this role, you'll be the first point of contact for clients, helping them navigate their needs effectively. The position requires at least one year of customer service experience and a Bachelor's degree. You'll have opportunities for professional growth through training and a hybrid work environment. Additionally, a competitive benefits package is available, including a 401(k) with matching and paid time off.

Qualifications

• Minimum 1 year of customer service or building professional relationships.
• Demonstrated ability to create positive experiences.
• Ability to receive feedback and grow through challenges.

Responsibilities

• First point of contact for clients of independent financial advisors.
• Assist with online account setup and process money movement.
• Support service-related needs and provide solutions.

Skills

Customer service experience

Active listening

Technology proficiency

Education

Bachelor’s degree or equivalent skills

Job description

A leading financial services firm is seeking a Client Support Associate in Westlake, Ohio. In this role, you'll be the first point of contact for clients, helping them navigate their needs effectively. The position requires at least one year of customer service experience and a Bachelor's degree. You'll have opportunities for professional growth through training and a hybrid work environment. Additionally, a competitive benefits package is available, including a 401(k) with matching and paid time off.