Client Service Associate

RIA Recruiting • Columbus, OH

9d • Onsite

About The Position

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

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

Responsibilities

• 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

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed