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Client Services Associate – Financial Advisor Support

Job in Westlake, Cuyahoga County, Ohio, 44145, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-01-14
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Ohio is seeking a motivated Client Service Associate to support Financial Advisors and clients. You'll manage client interactions, process transactions, and maintain client records using CRM software. The ideal candidate will have exceptional communication and organizational skills, and a High School Diploma. This is a full-time position with a focus on customer service in a fast-paced environment.
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Position Requirements
10+ Years work experience
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