Client Services Associate — Financial Advisory
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-03-05
Listing for:
Cerity Partners
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial advisory firm in Cleveland is seeking a Client Service Associate. This role focuses on supporting clients and advisors through various administrative tasks, including account openings and CRM maintenance. The ideal candidate should have 2+ years of experience, a Bachelor's degree, and strong communication and organizational skills. The position offers a competitive compensation range of $60,000-$80,000 annually along with a comprehensive benefits package including health insurance and flexible PTO.
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Position Requirements
10+ Years
work experience
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