Client Services Associate

Insight Global is looking for a Client Service Associate to be a key asset to a Wealth Management firm in Westerville, OH. This role will work closely with their Advisors + Internal Support Team to help service and support clients with a variety of needs. This role will require to resport onsite, and will be paying $70,000-85,000 depending on experience. Responsibilities Work across and support various groups and Advisors within Bluestone, and keep colleagues updated on progress and resolution of client issues/requests Assist with priority requests and client issues Facilitate timely, accurate, and efficient process transactions Participate in meetings and calls for industry regulatory items Participate in team meetings Help to maintain client accounts & data Help to maintain CRM & associated workflows Required Skills and Experience 2+ years of experience in Client Servies or Executive/Administrative Assistance Experience working in Wealth Management or Financial Services Ability to self prioritize and balance multiple tasks in a changing environment Comfortable working with new technology systems and strong working knowledge of Microsoft Word, Excel, PowerPoint, SharePoint, Google, Slack, Zoom and other productivity applications #J-18808-Ljbffr Insight Global