About this role
Client Services Associate – Join a Highly Rated, Privately Held Financial Services Firm! Location: Near Seven Hills, OH Salary: $60,000-$65,000 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 (Financial Services, Banking, or CPA Firm 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 (Financial Services, Banking, or CPA Firm 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 (Financial Services, Banking, or CPA Firm exp. req.) Qualifications • 2+ years of client-facing administrative or office support experience required • Experience within wealth management, financial services, banking, or a CPA firm required • Experience utilizing CRM systems (e.g. Salesforce, HubSpot, Microsoft Dynamics, etc.) required • Ability to work onsite required