Client Service Associate Columbus, OH

Client Service Associate Columbus, OH

A fee-only independent financial advisory firm with over $2 billion in AUM is seeking a motivated, analytical, and client-focused professional to join their team as a Client Service Associate. This role is dedicated to delivering exceptional support to both the firm's business operations and its clients.

Specializing in family office services, the firm excels in managing the complexities of wealth by providing sophisticated solutions in cash management, investment planning, estate structuring, and wealth transfer. Their holistic, client-centered approach empowers families to maximize the impact and potential of their wealth.

Responsibilities:

Work closely with team members to deliver comprehensive financial advice and high-quality client support

Gather, analyze, and synthesize a broad range of financial information

Process transactions, including cash flows, asset purchases and sales, and transfers

Prepare for client meetings and promptly respond to client inquiries

Review and update client investment plans to ensure accuracy and alignment with objectives

Generate client reports, including cash flow analyses, investment performance summaries, activity reports, and Personal Financial Statements

Prepare and review documentation for account openings, updates, and private investments

Requirements:

Bachelor's degree required

Relevant internship or professional experience preferred

FINRA Series 65 preferred

Strong analytical skills with the ability to interpret data, generate insightful questions, and provide thoughtful recommendations

Proactive approach to researching and resolving issues independently

Proficiency in Microsoft Word and Outlook, with advanced Excel skills

Strong problem-solving ability, attention to detail, and a methodical approach to tasks

Ability to work independently and manage responsibilities in a fast-paced environment

Effective multitasking skills with the ability to prioritize and manage multiple projects simultaneously

Excellent written and verbal communication skills

The firm offers a competitive base salary ranging from $60K to $80K, along with a generous discretionary bonus and comprehensive benefits, including a 401(k) match and profit sharing. The final offer will be tailored to reflect the candidate's unique expertise, credentials, and qualifications.