Wealth Management: Client Services Associate (Onsite)

twiceasnice Recruiting; Seven Hills (OH); On-site; USD 60,000 - 65,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

PTO

Holidays

Profit-sharing

Job summary

twiceasnice Recruiting is seeking a Client Services Associate to join a highly rated financial services firm near Seven Hills, OH. This position requires over 2 years of client-facing experience and a strong understanding of CRM systems.

The ideal candidate will thrive in a collaborative environment, supporting the investment team with administrative work, client communication, and transaction processing. This firm emphasizes stability, growth, and employee retention, making it an excellent opportunity for career development.

Qualifications

• Minimum of 2 years of client-facing administrative experience.
• Experience in wealth management or financial services required.
• Proficient in using CRM systems.

Responsibilities

• Develop and maintain client accounts knowledge.
• Act as a point of contact for client communications.
• Prepare new account openings using digital tools.
• Process financial transactions and maintain client records.
• Support preparation and distribution of client materials.

Skills

Client communication

CRM systems

Client-facing support

Tools

Salesforce

Microsoft Dynamics

HubSpot

Job description

twiceasnice Recruiting is seeking a Client Services Associate to join a highly rated financial services firm near Seven Hills, OH. This position requires over 2 years of client-facing experience and a strong understanding of CRM systems.

The ideal candidate will thrive in a collaborative environment, supporting the investment team with administrative work, client communication, and transaction processing. This firm emphasizes stability, growth, and employee retention, making it an excellent opportunity for career development.