Client Service Specialist - Green, OH

Position: Client Service Specialist

Firm: Integrated Wealth Management

Location: Green, OH

This range is provided by Advisor Talent Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$45,000.00/yr - $50,000.00/yr

Integrated Wealth Management in Green, OH is seeking a Client Service Specialist to join our team! If you excel at client service, enjoy working one-on-one with clients, and are passionate about building long-term relationships, this is your opportunity. You’ll help ensure smooth daily operations while providing outstanding support to clients and prospects through a variety of industry-specific tasks. Ideal candidates will have a desire to grow their career in financial services and contribute to our ongoing success.

• Receive incoming client service calls in a friendly, warm manner
• Deliver a seamless onboarding experience for new clients, ensuring personalized attention and exceptional service at every step
• Complete and process new business applications
• Complete and process client service work
• Maintain database to reflect account status regarding account service or new business
• Submit any additional client contributions to appropriate account
• Accurately document client interactions and conversation details in the database
• Resolve any issues regarding new accounts, transfers or amendment
• Prepare all new accounts for delivery and schedule delivery meeting with the client
• Monitor and track pending service work, ensuring clients receive personalized update calls regarding the progress of their requests
• Support advisors with pre-appointment preparation by gathering required materials and forms
• Generate accurate and detailed monthly reports highlighting key metrics

• 1+ years’ experience in the financial industry
• Demonstrates proficiency and confidence working across various platforms and operating systems
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Excellent communication; written and verbal
• 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
• Embraces change and adapts quickly to evolving processes

• Bachelor’s Degree
• Previous experience in the banking industry is a plus!

• $45k - $50k based on experience + quarterly bonus opportunity
• Firm paid medical and dental insurance for the employee
• 401(k) with 3% employer contribution
• PTO
• Firm paid incentive trip

• In office:
  Monday – Thursday, 8:30am – 5:00pm
• In office:
  Friday’s, 8:30am – 1:00pm
• Some evenings required for client events

Entry level

Full-time

Other