Financial Planning Client Services Specialist

Edelman Financial Engines; Cincinnati (OH); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Annual cash bonus

Additional performance bonuses

Job summary

A financial advisory firm in Cincinnati is looking for a Client Service Associate to deliver high-quality service to clients. This role involves coordinating meetings, supervising account activities, and ensuring compliance. Candidates should have at least two years of financial services experience and a good understanding of investment markets. Strong client service and communication skills are essential. Competitive salary between $50,000 – $65,000 plus bonuses based on performance.

Qualifications

• Two years of relevant experience (Registered Investment Advisor or Broker/Dealer) is preferred.
• Good understanding of finance and investment markets/securities is necessary.
• Position requires a high level of confidentiality.

Responsibilities

• Coordinate client meetings and support completion of required paperwork.
• Supervise client account activity and resolve issues.
• Document key client achievements and maintain compliance.

Skills

Client service skills

Communication skills

Attention to detail

Critical thinking

Education

Bachelor’s degree or equivalent experience

Job description

A financial advisory firm in Cincinnati is looking for a Client Service Associate to deliver high-quality service to clients. This role involves coordinating meetings, supervising account activities, and ensuring compliance. Candidates should have at least two years of financial services experience and a good understanding of investment markets. Strong client service and communication skills are essential. Competitive salary between $50,000 – $65,000 plus bonuses based on performance.