Financial Client Service Representative

Boulo is recruiting for an Financial Client Service Associate to join our client, an innovative wealth management firm located in Columbus, Ohio. The ideal candidate has experience as an outstanding performer and team player in financial client services. Employment Type: Full-timeFlexibility: In-office with family friendly work culture Pay: $50,000 - $65,000 Benefits: Health, Dental, 401K with Match Our client is an innovative wealth management firm located in Columbus, Ohio with more than $1.4 billion assets under management catering to high net worth clients. Before founding their current firm in 2014, their core team spent 20+ years working with major Wall Street firms creating investment strategies and wealth management plans for families throughout the United States. They are looking for an outstanding performer and team player to provide exceptional client service and manage day to day aspects of the client experience.Qualifications of the Financial Client Service Associate:Experience as a Client Service Associate in the financial industry Organized, detail oriented with ability to multi-task and follow through on projects Strong verbal and written communication skillsDiligent follow up skillsProficient with Microsoft Office Professional and exemplifies all brand attributes of Financial PartnersResponsibilities of the Financial Client Service Associate:Onboarding New ClientsClient Service and MaintenanceClient Relationship BuildingInvestment Document ExecutionFamily Office Services AssistanceAlternative Investment Administration About Boulo: Don't let your job search end here. Boulo is a recruiting platform that goes beyond titles and timelines. We help experienced, knowledgeable professionals stand out to hiring managers by showcasing value through a skills-first approach. If you're tired of being overlooked on other job boards and seeking a new opportunity, join Boulo here:

Created: 2024-11-07