Jobs and Careers
TR
Client Service Associate - Hybrid
Transcend Practice ManagementCincinnati, United Statesfull_timeVerifiedPosted 23 Jul 2024
💰 $70,000/yr($60,000/yr – $70,000/yr)
About the role
CLIENT SERVICE ASSOCIATE - FINANCIAL SERVICES
West Chester, OH (Hybrid, Remote 5 days, In Office meeting 2-4 times per month)
Compensation: $60,000 - $70,000 based on experience
MUST have experience in the financial services industry!
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are building a close, tightly knit team that will work collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm’s utmost attention. Being their advocate is the highest honor!
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Client Service Associate to the team who will support the firm’s lead advisor. The attributes we are looking for in a teammate include:
If you believe you are a fit for this position, we know that you are interested in more details. Read on! As a Client Service Associate you can expect to:
West Chester, OH (Hybrid, Remote 5 days, In Office meeting 2-4 times per month)
Compensation: $60,000 - $70,000 based on experience
MUST have experience in the financial services industry!
The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
We are building a close, tightly knit team that will work collaboratively to bring their values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. We are committed to delivering high-quality, high-touch experiences to clients so that, no matter whom we work with, clients know that they are receiving the firm’s utmost attention. Being their advocate is the highest honor!
Sound appealing? We are building a team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a Client Service Associate to the team who will support the firm’s lead advisor. The attributes we are looking for in a teammate include:
- Consistent attention to detail
- Passionately committed to serving and caring for other people
- Energy and enthusiasm
- Commitment to exceeding client expectations
- Flexibility and openness to step in and do whatever is needed
- Interest in working on varied assignments
- Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
- Ability to anticipate the needs of the advisor
- Self-directed time management and prioritization capabilities
- Ability to self-start, take initiative, and be proactive
- Superior organizational skills
- Demonstrated integrity, work ethic, and an obligation to maintain firm and client confidentiality
- Poise and maturity, especially in stressful situations
- Ability to multitask and manage multiple projects simultaneously with efficiency and accuracy
- Team player with strong desire to be a long-term contributing member of the team
- Operates successfully under deadlines
- Able to take direction while knowing when to take the ball and run with it
- A long view of the opportunities presented by the firm and the industry overall
If you believe you are a fit for this position, we know that you are interested in more details. Read on! As a Client Service Associate you can expect to:
- Think. We want y
Apply for this role
Generate a tailored application kit with a matched cover letter, interview prep, and CV highlights — in under 60 seconds.
Apply Now →Generate Application KitFree account required — sign up in 30s