Client Service Associate - 1st

Job Description

Location: Columbus, OH

Employment Type: 1st Shift, Full-time, direct hire

Job Brief

Kable Workforce Solutions is hiring a Client Service Associate for our client. This position is responsible for reviewing and updating client investment plans, processing transactions (cash flows, purchases, sales, and asset transfers), and preparing reports such as cash flow statements, investment performance summaries, and personal financial statements.

What’s a Typical Day Like?

Reviewing and updating client Investment Plans

Processing transactions (cash flows, purchases and sales, asset transfers)

Preparing for client meetings and responding to client requests

Creating client reports – cash flow, investment performance and activity, Personal Financial Statements, ad hoc

Preparing and/or reviewing documentation to open or update accounts and private investments

Supporting the team with all aspects of providing comprehensive financial advice and servicing clients

What Are the Requirements of the Job?

Bachelor’s degree Accounting/Finance or related

The ability to analyze and interpret data to generate insightful questions and thoughtful recommendations

Comfortable working in a team environment

Strong Excel skill-set

Attention to detail

Related internship/job experience

Thrives in a fast-paced work environment

Ability to handle many tasks at once

Ability to work in fast-paced environment.

Ability to move or lift up to 50+ lbs.

Ability to reach, grasp, hold, push, pull, bend, twist, squat, climb, kneel.

Ability to utilize hand/eye coordination.

Capability to stand for prolonged periods of time

Communication skills.

How to Apply And Next Steps?

About Kable Workforce Solutions

For over 50 years, Kable Workforce Solutions has been connecting skilled professionals with leading employers across the region. We’re dedicated to helping people build lasting careers and helping companies grow through quality, integrity, and partnership.

We believe in people first — empowering individuals to succeed and celebrating the work that drives our communities forward.

Kable Workforce Solutions is proud to be an equal opportunity employer. We welcome and value diversity and are committed to creating an inclusive workplace where everyone can thrive. Read our full diversity statement here.

This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties as assigned by the immediate supervisor and other management as required.

Full-time