Client Account Specialist; Associate – Asset Management
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-01-25
Listing for:
55ip
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Services, Financial Analyst, Financial Consultant, Banking & Finance
Job Description & How to Apply Below
A financial technology firm located in Columbus, OH is seeking a Client Account Specialist for their Asset Management division. This full-time role involves managing client relationships and ensuring accurate account servicing, focusing on supporting client onboarding and maintaining data integrity. Ideal candidates will have strong analytical and communication skills, knowledge of investments, and a finance background, as well as a bachelor's degree in finance or economics.
Join this innovative team to enhance client financial success.
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Position Requirements
10+ Years
work experience
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