Senior Wealth Client Services Specialist

Rockport Wealth Advisors; Youngstown (OH); On-site; USD 52,000 - 76,000; Full time

Job summary

Rockport Wealth Advisors is seeking a Client Service Specialist, Senior Associate for a full-time, on-site role in Youngstown, Ohio. You will work closely with clients, advisors, and team members to deliver a high level of personalized service and ensure an exceptional client experience.

The ideal candidate will have deep knowledge of investment accounts, custodial processes, and financial terminology, along with excellent organizational skills and discretion, and the ability to manage multiple

Qualifications

• 10–15 years of experience in a similar role within the financial services industry.
• Client-first mindset with a strong commitment to service excellence.
• Strong knowledge of investment accounts, custodial processes, and financial services terminology.

Responsibilities

• Deliver high-level personalized client service and serve as a trusted resource for clients and internal teams.
• Collaborate with advisors and team members to manage multiple priorities and deadlines.
• Proactively address client needs and maintain a high standard of professionalism and discretion.

Skills

Client-first mindset

Organizational skills

Communication skills

Problem-solving

Team leadership

Discretion and judgment

Education

10-15 years of experience in financial services

Tools

Wealthbox CRM

MS Office

Job description

Rockport Wealth Advisors is seeking a Client Service Specialist, Senior Associate for a full-time, on-site role in Youngstown, Ohio. You will work closely with clients, advisors, and team members to deliver a high level of personalized service and ensure an exceptional client experience.

The ideal candidate will have deep knowledge of investment accounts, custodial processes, and financial terminology, along with excellent organizational skills and discretion, and the ability to manage multiple