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Client Services Associate — Path to Financial Advisory

Job in Solon, Cuyahoga County, Ohio, 44139, USA
Listing for: Alpha Planners
Full Time position
Listed on 2026-02-19
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A boutique financial advisory firm in Solon, OH, is seeking a Client Service Associate who is detail-oriented and eager to contribute to the team. In this role, you will prepare client data, manage meeting tasks, and support advisors while developing potential future pathways in management or advisory. Ideal candidates will have a high school diploma, strong attention to detail, and at least 1 year of relevant work experience.

This position offers competitive pay and bonuses tied to firm success.
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Position Requirements
10+ Years work experience
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