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Financial Services Financial Advisor

Senior Client Service Specialist – Financial Advisory

Job in Cincinnati, Hamilton County, Ohio, 45208, USA
Listing for: H Cap Connect, LLC
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A well-established financial services firm is seeking an experienced Senior Client Service Specialist in Cincinnati, OH. This role involves supporting Financial Advisors, managing client accounts, and delivering a high-touch client experience. The ideal candidate should hold a Series 7 and Series 66, possess strong communication skills, and have at least 5 years of administrative experience in a professional setting. A hybrid working option is available after training.
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Position Requirements
10+ Years work experience
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