Wealth Client Services Associate | Remote
Remote / Online - Candidates ideally in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-01-12
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for:
Clearstead Advisors, LLC
Part Time, Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A Cleveland-based wealth management firm is seeking a Client Service Associate to facilitate client communications and operational tasks. The role involves serving as a contact point for clients, coordinating meetings, and managing account transactions across custodians. Ideal candidates will have a bachelor’s degree, relevant experience in financial services, and strong communication skills. The position offers work-from-home opportunities after training and comes with a competitive benefits package, including health insurance and a 401(k) plan.
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Position Requirements
10+ Years
work experience
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