Private Client Relationship Specialist

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

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.