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Client Service Associate: Financial Admin & CRM Pro

Job in Beachwood, Cuyahoga County, Ohio, 44122, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-01-14
Job specializations:
  • Administrative/Clerical
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 45000 - 75000 USD Yearly USD 45000.00 75000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Beachwood is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The ideal candidate will possess strong communication skills and the ability to manage multiple tasks in a fast-paced environment. Responsibilities include processing client transactions, maintaining records, and assisting with marketing efforts. This role requires a High School Diploma and experience in the securities industry is preferred.

Competitive salary range is $45,000-$75,000.
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Position Requirements
10+ Years work experience
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