Client service associate

Job Description

Insight Global is looking for a Client Service Associate to be a key asset to a Wealth Management firm in Westerville, OH. This role will work closely with their Advisors + Internal Support Team to help service and support clients with a variety of needs.

Responsibilities

? Work across and support various groups and Advisors within Bluestone, and keep colleagues updated on progress and resolution of client issues/requests

? Assist with priority requests and client issues

? Facilitate timely, accurate, and efficient process transactions

? Participate in meetings and calls for industry regulatory items

? Participate in team meetings

? Help to maintain client accounts & data

? Help to maintain CRM & associated workflows

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [email protected] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy:

Skills and Requirements

? 2+ years of experience in Client Servies or Executive/Administrative Assistance

? Experience working in Wealth Management or Financial Services

? Ability to self prioritize and balance multiple tasks in a changing environment

? Comfortable working with new technology systems and strong working knowledge of Microsoft Word, Excel, PowerPoint, SharePoint, Google, Slack, Zoom and other productivity applications Financial or insurance licenses