Client Service Associate - Cincinnati, OH

Advisor Employee Services · United States

• Welcome clients and visitors with professionalism and warmth
• Answer and direct incoming phone calls
• Maintain an organized, welcoming reception area
• Prepare conference rooms for client meetings
• Serve as a primary point of contact for client service requests with professionalism, warmth, and responsiveness
• Build trusted relationships with clients while delivering a high-touch service experience
• Process service requests including beneficiary updates, withdrawals, account maintenance, and annuity reallocations
• Maintain accurate documentation and detailed client notes within the CRM system (Redtail)
• Support advisors by preparing for client meetings and ensuring a seamless client experience
• Review applications and paperwork for completeness and accuracy before submission
• Ensure timely and accurate completion of tasks to meet compliance requirements
• Support the scheduling, setup, and execution of client events and informational classes
What Were Looking For:
• High School Diploma
• 1+ years working in a professional office environment
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM system (Redtail)
• Self-starter who takes initiative and works well independently
• Excellent communication; written and verbal, professional and well spoken
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Bonus Points:
• Experience within the financial industry is a plus
What Youll Get: Pay & Perks:
• $50,000 $54,000/year, based on experience + bonus potential
• Generous paid time off program
• Simple IRA available after 1 year of employment
• Paid holidays
Schedule:
• In office: Monday Thursday 8:30am-4:00pm and Friday 8:30am-12:00pm
• Occasional evenings required for client events
Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com