Financial Services Client Success Associate

ApTask; Columbus (OH); On-site; USD 26,174 - 30,307; Part time

Job summary

A leading recruitment firm in Columbus, Ohio, is seeking a Team Lead Recruitment who will engage internal clients and provide exceptional service throughout the account lifecycle. The ideal candidate has 1-2 years of experience in financial services or customer service, with skills in attention to detail and a service-oriented mindset. This contract role offers the opportunity for long-term career growth in a supportive environment that values independence and adaptability.

Qualifications

• 1–2 years of experience in financial services and/or customer service.
• Strong interest in long-term career growth and professional development.

Responsibilities

• Engage internal clients through both inbound and outbound phone communications.
• Serve as the primary point of contact, providing ongoing support throughout the account opening process.
• Deliver consistent, world‑class service to internal stakeholders.
• Build and maintain strong relationships while offering solutions aligned with internal policies.
• Identify, address, and resolve issues in a timely manner.
• Demonstrate adaptability and maintain high performance in a fast‑paced, evolving environment.

Skills

Exceptional attention to detail

Dependable and service-oriented mindset

Self-motivated with the ability to work independently

Proven ability to thrive in a fast-paced environment

Job description

A leading recruitment firm in Columbus, Ohio, is seeking a Team Lead Recruitment who will engage internal clients and provide exceptional service throughout the account lifecycle. The ideal candidate has 1-2 years of experience in financial services or customer service, with skills in attention to detail and a service-oriented mindset. This contract role offers the opportunity for long-term career growth in a supportive environment that values independence and adaptability.