Client Service Associate

Client Service Associate

Location
:
Mayfield Heights, OH

Hours
: 8:30 AM – 5:00 PM Monday–Thursday & 8:30 AM – 4:00 PM Friday (Full‑Time, In‑Office)

Compensation
: $55,000 – $75,000

We are seeking a highly organized, experienced, and motivated Client Service Associate to join our dynamic team and contribute to our ongoing success. If you're looking for an opportunity to grow within a professional, positive, and team‑oriented environment, we would love to hear from you.

The Client Service Associate will play a key role in supporting our Senior Financial Planners and ensuring a seamless client experience. This is a full‑time, client‑facing role that requires a combination of administrative and customer service skills, attention to detail, and a genuine passion for helping clients achieve their financial goals.

• Client Interaction:
  Friendly, professional correspondence by phone, email, and written communication; informing when transactions and actions have been completed, supporting usage and maintenance of client portal, and scheduling meetings.
• Advisor Support:
  Handle advisor needs proactively; providing support for meeting preparation and follow‑up.
• Account Setup and Updates:
  Collect and prepare client information for new accounts and account changes. Experience with Charles Schwab is a plus.
• Document Preparation:
  Identify and locate correct forms, prepare paperwork, and communicate with clients in order to send and receive information and acquire signatures.
• Customer Relationship Management (CRM):
  Update client information and utilize workflows and templates.
• Money Movement:
  Monitor money movement status and set up actions, such as Electronic Funds Transfer lines, automated plans, and wires.
• Alert and Process Monitoring:
  Review alerts, follow up on required actions, and interact with various departments at Charles Schwab and other financial institutions.
• Electronic File Maintenance:
  File client statements, correspondence, and agreements.
• Miscellaneous:
  Other duties, as needed and determined as the firm continues to grow.
• Minimum of three years of client service experience in the financial services industry.
• Positive, can‑do, team‑focused attitude, and professional communication skills.
• Ability to balance multiple competing priorities and work with more than one advisor.
• Strong computer proficiencies and ability to adopt innovative technology.
• Prior experience working with customer relationship management software.
• Possess strong ethics with dedication to maintain high levels of confidentiality with client and firm information.
• Comfortable working in a team‑based environment and individually.
• Openness to feedback and coaching.

• SEC Compliance:
  Supporting firm’s Chief Compliance Officer working in conjunction with an RIA compliance provider.
• Client Events:
  Organizing client events, both in person and virtually.
• Social Media:
  Posting on firm social media platforms.

Signal Tree Financial Partners, LLC is an independent Registered Investment Advisory (RIA) firm headquartered in Fairlawn, OH with a second office location in Mayfield Heights, OH. We are a team‑based and thriving financial planning practice committed to delivering high‑quality, personalized financial advice and exceptional client service.

Our mission is to positively impact the lives of our clients, team members, and the broader community through thoughtful, tailored financial strategies that align with each client’s unique goals.

Please submit your resume to