Part-time Client Service Specialist

Job Description Job Description As a Client Service Specialist at Kuethe Wealth Planning | Raymond James , you will play a crucial role in supporting financial advisors and ensuring the smooth operation of the branch. You will assist with client service, administrative tasks, and compliance-related responsibilities while maintaining a high level of professionalism and efficiency.

Key Responsibilities:
Provide exceptional client service , responding to inquiries and resolving issues promptly.
Assist financial advisors with account maintenance , documentation, and operational tasks.
Process transactions, including account openings, transfers, and money movements .
Ensure compliance with firm policies and industry regulations .
Maintain accurate records and documentation for audits and reporting.
Support branch operations by coordinating meetings, handling correspondence, and managing office supplies.
Collaborate with internal teams to enhance client experience and operational efficiency.

Qualifications & Skills:
Bachelor’s degree in finance, business administration, or a related field (preferred).
Experience in financial services, banking, or client support.
Familiarity with the investment brokerage or financial services industry a plus.
Excellent communication and interpersonal skills .
Ability to multitask and work in a fast-paced environment .
Proficiency in Microsoft Office Suite and financial software .
Experience using social media platforms and/or marketing experience desired.

Kuethe Wealth Planning | Raymond James offers a collaborative work environment , opportunities for career growth , and a commitment to client-focused financial solutions . As a Client Service Specialist, you will be part of a team that values integrity, innovation, and excellence in financial services.

Kuethe Wealth Planning | Raymond James
6361 Branch Hill Guinea Pike
Loveland, OH 45140

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Kuethe Wealth Planning is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.