Client Service Associate
Avon, Ohio | In-Office | Full-Time About the Firm
Our client is a trusted, client-focused financial advisory firm dedicated to helping individuals and families achieve their financial goals through personalized planning and investment guidance. The team values professionalism, integrity, and long-term relationships built on exceptional service and care.
Position Overview
We are seeking a dependable, detail-oriented Client Service Associate (CSA) to provide comprehensive administrative and client support to the firm’s lead advisor and team. This role is ideal for someone who enjoys organization, client interaction, and helping a busy office run smoothly.
The CSA will manage day-to-day operations, assist with OSJ-related compliance processes, and ensure an outstanding client experience from initial contact through ongoing service.
Key Responsibilities
- Serve as the first point of contact for the firm—answering phones, greeting clients, and managing correspondence.
- Schedule and coordinate client meetings, prepare meeting materials, and handle follow-up communications.
- Assist with new account paperwork, money movements, transfers, and account maintenance requests.
- Process required minimum distributions (RMDs) and other transactions accurately and on time.
- Maintain accurate client records in the CRM and financial planning systems.
- Support OSJ (Office of Supervisory Jurisdiction) tasks such as logging trade reviews, processing documentation, and tracking compliance submissions.
- Collaborate with the home office and custodians to resolve client and account issues efficiently.
- Manage incoming mail, maintain office supplies, and support daily operational tasks.
- Provide proactive administrative support to the lead advisor and team to ensure smooth business operations.
- Prior experience in a financial advisory, insurance, or professional services office preferred.
- Strong organizational skills with the ability to manage multiple priorities.
- Excellent written and verbal communication skills.
- Proficiency with Microsoft Office; experience with CRM systems (e.g., Redtail, Salesforce) and NetX is a plus.
- Familiarity with custodians such as Pershing, Schwab, or Fidelity is helpful.
- High level of discretion and commitment to client confidentiality.
- Reliable, resourceful, and eager to learn.
- Enjoys being part of a small, collaborative team where every role makes an impact.
- Professional, positive, and client-focused demeanor.
- Competitive salary commensurate with experience.
- Paid time off and holidays.
Recommended Jobs
Center Director - Preschool
Join a strong community where all we do is care-for the children and families we serve every day, as well as for our dedicated team members. Our people are our best asset. We listen and we know what…
Medical Assistant
Administrative tasks Utilizing computer applications Answering telephones/Greeting patients Updating patient medical records Coding and filling out insurance forms Scheduling appointments Ar…
Sales Representative-OH
Are you a highly motivated salesperson looking for a new fully remote opportunity? Weed Man Lawn Care is a fast-growing company seeking a skilled Remote Sales Representative to join our team. We've e…
Business Account Executive
Date posted: 10.22.2025 Requisition Number: 2025-63884 Business unit: Spectrum Business Location: New Philadelphia, Ohio Areas of interest: Outside Sales, Sales Position Type: Full Time SAE…
Sr. Product Manager, Supply Chain Systems
Leading the future in luxury electric and mobility At Lucid, we set out to introduce the most captivating, luxury electric vehicles that elevate the human experience and transcend the perceived li…
Delaware Trust Officer I (DE TO I)
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our …
Home Health Aide
As a Home Health Aide with the ability to transport, your primary responsibility is to provide personal care and assistance to individuals who are unable to perform daily tasks on their own due to ill…
Design Build Construction Crew Driver
Hidden Creek Landscaping, Inc. is an award-winning Design/Build, Pool, and Landscaping firm serving premier clients throughout central Ohio. Founded in 1998, Hidden Creek has become a leader in upsca…
Optometrist
Optometrist: Sublease + Consulting Stipend & Benefits -Fremont, OH We are looking for a motivated Optometrist that will be our sublease holder for an established group in Fremont, Ohio! DETAILS: …