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Financial Services Associate
Boulo Solutions • Columbus, OH 43224 • Posted today via LinkedIn
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In-person • Full-time • $55,000-$75,000/yr • Entry Level
Job Highlights
Using AI ⚡ to summarize the original job post
Boulo Solutions is seeking a Financial Client Service Associate to join an innovative wealth management firm in Columbus, Ohio. The role involves providing exceptional client service and managing day-to-day aspects of the client experience. This full-time, in-office position offers a flexible work culture and competitive pay, with benefits including health and dental insurance, and a 401K with match.
Responsibilities
- Onboarding New Clients
- Client Service and Maintenance
- Client Relationship Building
- Investment Document Execution
- Family Office Services Assistance
- Alternative Investment Administration
Qualifications
Required
- Experience as a Client Service Associate in the financial industry
- Organized and detail oriented
- Ability to multi-task and follow through on projects
- Strong verbal and written communication skills
- Diligent follow up skills
- Proficient with Microsoft Office
- Professional and exemplifies all brand attributes of Financial Partners
Full Job Description
IN-OFFICE | FULL-TIME
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-time
Flexibility: In-office with family friendly work culture
Pay: $55,000 - $75,000, depending on experience
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 skills
- Diligent follow up skills
- Proficient with Microsoft Office
- Professional and exemplifies all brand attributes of Financial Partners
Responsibilities of the Financial Client Service Associate:
- Onboarding New Clients
- Client Service and Maintenance
- Client Relationship Building
- Investment Document Execution
- Family Office Services Assistance
- Alternative 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: https://boulosolutions.com/
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