Private Client Services Associate

Hybrid

A leading financial services firm specializing in wealth management is seeking a detail-oriented Private Client Services Associate in New Albany, OH. This role is ideal for a highly organized professional who thrives in a fast-paced environment and enjoys working directly with high-net-worth clients. Responsibilities include coordinating client onboarding, managing financial transactions, and ensuring seamless scheduling and communication. This opportunity is perfect for someone with a strong background in financial services who values career growth, a collaborative team, and a hybrid work schedule.

Private Client Services Associate Responsibilities

• Facilitate client onboarding and maintain accurate records for new accounts
• Manage scheduling and coordinate meetings between clients and advisors
• Process financial transactions, including money movement and transfer requests
• Serve as the primary point of contact for client inquiries, providing timely and professional responses
• Assist in preparing reports, marketing materials, and documentation for client meetings
• Ensure data accuracy and compliance with financial regulations
  
  

Private Client Services Associate Requirements

• Bachelor s degree required
• Series 65 or 66 license preferred
• Minimum 1 year of experience in a financial services or client support role
• Proficiency in Excel, Word, Outlook, Salesforce, and PowerPoint, with an emphasis on Excel
• Strong organizational and multitasking skills in a high-volume environment
• Excellent communication skills and ability to build client relationships
  
  

Benefits

• Health insurance coverage
• 401(k) with company match
• 3 weeks of PTO
• Discounted tax preparation for employees and family
• Opportunities for career growth
  
  

Join a leading financial services firm seeking a Private Client Services Associate to support high-net-worth clients and streamline financial processes!