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Client Service Pro — Wealth Management

Job in Green, Summit County, Ohio, 44232, USA
Listing for: Advisor Talent Solutions
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 45000 - 50000 USD Yearly USD 45000.00 50000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Green, OH is seeking a Client Service Specialist to enhance client relationships by providing exceptional service. The ideal candidate will have over a year of experience in the financial industry, outstanding organizational abilities, and exceptional communication skills. Responsibilities include handling client inquiries, facilitating account onboarding, and assisting advisors. The position offers a competitive salary between $45,000 and $50,000 along with various perks like medical insurance, PTO, and a 401(k) plan.
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