Client Service Associate

Job Title: Client Service Associate

Location: Mayfield Heights, OH

Hours: 8:30 AM - 5:00 PM, Full-Time, In-Office

Compensation: $50,000 - $75,000

We are seeking a highly organized and motivated Client Service Associate to join our dynamic team and contribute to our ongoing success. If you're looking for an opportunity to grow within a professional, positive, and team-oriented environment, we would love to hear from you.

Position Overview:

The Client Service Associate will play a key role in supporting our Senior Financial Planners and ensuring a seamless client experience. This is a full-time, client-facing role that requires a combination of administrative and customer service skills, attention to detail, and a genuine passion for helping clients achieve their financial goals.

Primary Responsibilities:

• Client Interaction: Friendly, professional correspondence by phone, email, and written communication. Including informing when transactions and actions have been completed, support usage and maintenance of client portal, and scheduling meetings.
• Advisor Support: Handle advisor needs proactively.  Providing support for meeting preparation and follow-up.
• Account Setup and Updates: Collect and prepare client information for new accounts and account changes.  Experience with Charles Schwab is a plus.
• Document Preparation: Identify and locate correct forms, prepare paperwork, and communicate with clients in order to send and receive information and acquire signatures.
• Customer Relationship Management (CRM): Update client information and utilize workflows and templates.
• Money Movement: Monitor money movement status and set up actions, such as Electronic Funds Transfer (EFT) lines, automated plans, and wires.
• Alert and Process Monitoring: Review alerts, follow-up on required actions, and interact with various departments at Charles Schwab and other financial institutions.
• Electronic File Maintenance: File client statements, correspondence, and agreements.
• Miscellaneous: Other duties, as needed and determined as the firm continues to grow.

Competencies:

• Positive, can-do, team-focused attitude, and professional communication skills.
• Ability to balance multiple competing priorities and work with more than one advisor.
• Strong computer proficiencies and ability to adopt innovative technology.
• Prior experience working with customer relationship management (CRM) software.
• Possess strong ethics with dedication to maintain high levels of confidentiality with client and firm information.
• Comfortable working in a team-based environment and individually.
• Openness to feedback and coaching.
• Minimum of one year of client service experience in the financial services industry and experience with Charles Schwab is a plus.

If you have any applicable skills related to these items, please share:

• SEC Compliance: Supporting the firm's Chief Compliance Officer working in conjunction with an RIA compliance provider.
• Client Events: Organizing client events, both in-person and virtually.
• Social Media: Posting on firm social media platforms.

About Signal Tree Financial Partners:

Signal Tree Financial Partners, LLC is an independent Registered Investment Advisory (RIA) firm headquartered in Fairlawn, OH with a second office location in Mayfield Heights, OH. We are an established and thriving financial planning practice committed to delivering high-quality, personalized financial advice and exceptional client service.

Our mission is to positively impact the lives of our clients, team members, and the broader community through thoughtful, tailored financial strategies that align with each client's unique goals.

Please submit your resume to [email protected]

Job Type: Full-time

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• On-site gym
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person