Part-Time Client Service Associate

Client Service Associate

Columbus, OH

We are a Columbus-based, independent wealth management practice providing financial planning and investment management to clients throughout the United States. We are passionate about partnering with our clients to help them become stewards of their wealth and reach their financial goals for retirement and life. Our team is dedicated to delivering purposeful planning providing clients with the clarity, confidence and structure they need to bridge their means with their life meaning. It is a privilege and a blessing to develop and foster trust and confidence in long-term relationships with our clients and their families.

We are looking for an enthusiastic individual with a passion for client service to join our team as a Client Service Associate . This part-time role will work approximately 25 hours per week Monday-Friday from 9 : 30am-2 : 30pm each day.

Day-to-day responsibilities include managing client service inquiries and supporting operational tasks to provide an elevated experience and high level of service to our clients. We are searching for someone with a positive, upbeat attitude and strong interpersonal, communication, and organizational skills who can help us exceed our clients' expectations.

Responsibilities :

1) Client Service and Relationship Management

• Respond to client inquiries promptly, providing guidance on account-related matters and addressing service requests.
• Contribute to the development and execution of client service standards resulting in client retention and satisfaction
• Conduct proactive client outreach to schedule and confirm upcoming meetings or follow-ups.
• Own the client recognition process including sending birthday cards, anniversary cards and other client event communication.

2) Account Opening & Servicing

3) Operational and Administrative Support

Qualifications :