Client Service Associate - Cincinnati, OH

Advisor Talent Solutions•Cincinnati, OH

2d•$50,000 - $54,000•Onsite

About The Position

As our firm continues to grow, we are seeking a Client Service Associate to join our team in Cincinnati, OH. This role is ideal for a polished professional who thrives in a fast-paced environment, enjoys building long-term client relationships, and takes pride in delivering white-glove service. The Client Service Associate will have strong administrative skills, a strong work ethic, attention to detail, and enjoy working directly with clients. You will serve as a key part of the client journey and helping ensure every client interaction reflects the high standards of our firm.

Requirements

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

Nice To Haves

Experience within the financial industry is a plus

Responsibilities

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