Client Services Associate – Join a Highly Rated, Privately Held Financial Services Firm!

**Client Services Associate –** *Join a Highly Rated, Privately Held Financial Services Firm!*

**Location: Near Seven Hills, OH**

**Salary: $63,000-$67,000**

**Benefits: Medical, Dental, Vision, Life, PTO, Holidays, Profit-Sharing**

**Start Date: ASAP**

**Job Type: Full-Time**

**Typical Hours: M-F, 8:30 am – 5:00 pm** *(some flexibility);* **Great Work/Life Balance!**

**Client Services Associate (professional services exp. req.) Description**

Our client, a privately held financial services firm, is looking for a Client Services Associate to join their team near Seven Hills, OH. With a Glassdoor rating above 4.5 and consistent recognition for workplace culture, this is an excellent opportunity for someone who brings a thoughtful, organized approach and thrives in a collaborative, client-focused, and evolving environment. In this position, you'll support their investment team with a mix of administrative work, client communication, and account-related tasks.

**What Makes this Opportunity Stand Out?**

***A culture that's backed by results.***

While they are a financial services firm, their mission is deeply rooted in service, balancing strong performance with a genuine commitment to doing right by both clients and employees. Leadership shared that this office has **never experienced voluntary turnover**. Employees who have moved on from this position have done so through internal promotions rather than leaving the organization for outside opportunities. For candidates seeking stability, growth, and a collaborative team environment where people tend to stay and build long-term careers, that's a powerful differentiator.

**Client Services Associate (professional services exp. req.) Responsibilities**

• Develop and maintain a working knowledge of client accounts
• Act as a point of contact for client communications via phone and email
• Prepare and process new account openings using digital tools (e.g., e-signature)
• Coordinate account transfers, distributions, and maintenance requests
• Draft correspondence and prepare documentation for clients and financial institutions
• Process financial transactions (ACH, wires, etc.)
• Maintain and update CRM systems and client records with a high level of accuracy
• Serve as a liaison between internal teams and external financial institutions
• Support preparation and distribution of client materials, including quarterly reports
• Schedule meetings and manage calendars using digital tools

**Client Services Associate (professional services exp. req.) Qualifications**

• 2+ years of client-facing administrative or office support experience required
• Experience within professional services (e.g. law firms, banking, financial services, etc.)
• Ability to work onsite required