Senior Client Service & Onboarding Specialist

PowerToFly; Cincinnati (OH); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

Comprehensive employee benefits and perks

Supportive work environment

Opportunities for career advancement

Job summary

A leading financial services firm located in Cincinnati seeks a Senior Registered Client Service Associate to provide exceptional client support and assist financial advisors. The role requires a high school diploma (college preferred), relevant industry licenses, and at least 5 years of experience. Ideal candidates will exhibit strong organizational and client service skills, manage client relations, and have advanced Microsoft Office proficiency. This position promises professional growth within a dynamic team environment.

Qualifications

• Must have strong interpersonal skills and ability to assist clients.
• Required active Series 7, 66, or 63 and 65 licenses.
• At least 5 years of relevant industry experience.

Responsibilities

• Support clients and financial advisors daily.
• Assist with executing transactions as needed.
• Provide details around account information.
• Educate clients on digital tools.

Skills

Detail oriented

Organizational skills

Client service skills

Time management

Teamwork

Adaptability

Education

High School Diploma/Equivalency

College degree preferred

Active Series 7

Series 66 or Series 63 and Series 65

At least 5 years of industry experience

Tools

Microsoft Office

Job description

A leading financial services firm located in Cincinnati seeks a Senior Registered Client Service Associate to provide exceptional client support and assist financial advisors. The role requires a high school diploma (college preferred), relevant industry licenses, and at least 5 years of experience. Ideal candidates will exhibit strong organizational and client service skills, manage client relations, and have advanced Microsoft Office proficiency. This position promises professional growth within a dynamic team environment.