Client Associate

Job Summary
We are seeking a dedicated and proactive Client Associate to join our dynamic team. The ideal candidate will play a crucial role in managing client relationships and ensuring exceptional customer service. This position requires strong communication skills, a solid understanding of financial services, and the ability to analyze market trends to support our clients effectively. The Client Associate will collaborate closely with various departments to enhance client satisfaction and drive project success.

Responsibilities

• Manage and nurture client relationships through effective communication and account management.
• Analyze market trends and client needs to provide tailored solutions.
• Collaborate with sales teams to identify opportunities for growth and enhance customer experience.
• Utilize Salesforce and other Customer Relationship Management (CRM) tools to track interactions and manage accounts.
• Assist in project management tasks, ensuring timely delivery of services and products to clients.
• Provide exceptional customer service by addressing inquiries, resolving issues, and maintaining a positive client experience.
• Prepare reports on client interactions, market analysis, and project progress for internal stakeholders.

Skills

• Strong background in financial services with an understanding of account management principles.
• Excellent customer service skills with the ability to communicate effectively across various channels.
• Proficiency in project management methodologies to ensure successful execution of client projects.
• Familiarity with Salesforce or similar CRM systems for tracking client interactions and managing accounts.
• Ability to analyze data and market trends to inform decision-making processes.
• Collaborative mindset with the capability to work effectively within cross-functional teams.
• Strong organizational skills with attention to detail in managing multiple client accounts simultaneously.
• Series 7 and 66 strongly preferred.

Join us as a Client Associate where you can make a significant impact on our clients' success while growing your career in a supportive environment.

Job Type: Full-time

Pay: $60,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• 401(k) 6% Match
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan
• Vision insurance

Ability to Commute:

• Dublin, OH 43017 (Required)

Ability to Relocate:

• Dublin, OH 43017: Relocate before starting work (Required)

Work Location: In person