Client Service Associate

$65k - $80k

Leading Financial Advisory Firm

Capital Asset Management is a wealth management firm in Columbus, OH and we are seeking a Client Service Associate to join our team. We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at capitalassetmgmt.com

Compensation:

Salary range of $65K-80K , commensurate with relevant experience
Great Work/Life Balance with a Monday-Friday Schedule
Group Medical insurance
Retirement plan with matching contributions
Generous PTO Policy & Paid Holidays
Small, cohesive team environment

Responsibilities include:

Assist clients with account openings, transfers, deposits, and withdrawals
Lead new client onboarding process
Audit clients' portals for broken links and missing data
Track and confirm year-end RMDs and IRA contributions
Coordinate proactive client touchpoints
Compile and organize tax docs and client return preparation
Schedule client meetings and manage the firm's calendar
Maintain our CRM, ensuring meeting notes and docs are stored accurately
Act as the primary point person for our custodians: Schwab and Fidelity

Requirements:

2 years of financial services experience
Ability to prioritize tasks, problem-solve, and meet deadlines
Organization skills & attention to detail
Ability to anticipate client and advisor needs
Ability to work independently while prioritizing projects and managing your time - we do not micromanage
Ability to learn and implement new technology and software
Ability to communicate well and work in a collaborative environment
Ability to follow office processes and policies related to office operations & client privacy

The Process:

Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

Apply

Vacancy posted 17 hours ago

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