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Wealth Client Service Associate Jobs in Ohio

Senior Wealth Client Management Associate
By CAPTRUST At , Allentown, 18101
Based on business need, this role is to be performed on-site; this is not a remote or hybrid WFH role
Completion of a four-year degree from an accredited university or equivalent work experience
3-5 years’ experience in the investment industry is a plus
Excellent math skills and the ability to quickly grasp financial and investment concepts
Help CMCs review client activities and recurring tasks
Handle Client Service functions; examples include correspondence, reports, new account paperwork, contracts and research
Client Service Officer - Associate
By Deutsche Bank At , Jacksonville, 32256
Analytical and problem-solving skills. Ability to take full ownership of client issues across the Cash Management organization
A deep understanding of global and local Brazil Cash Management and associated products
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
Customer service orientation and attitude with an ability to manage client expectations. A proven track record in customer service
Wealth Management Client Associate
By Bank of America At , Miami, 33131, Fl
2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
Act as a key team member leading our clients’ digital experience with the firm
Product Knowledge: Foundational knowledge of investment and banking products
Consistently pursues client experience excellence
Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
Work with highly affluent clients

Are you looking for a job that offers a great work/life balance and the opportunity to make a difference in the lives of others? We are looking for a Wealth Client Service Associate to join our team and provide exceptional customer service to our clients. You will be responsible for managing client relationships, providing financial advice, and helping clients reach their financial goals. If you are passionate about helping people and have a strong customer service background, this could be the perfect job for you!

Overview:

A Wealth Client Service Associate is responsible for providing excellent customer service to clients of a wealth management firm. They are responsible for responding to client inquiries, resolving client issues, and providing advice and guidance on financial matters. They must be knowledgeable about the firm’s products and services, and be able to explain them to clients in a clear and concise manner.

Detailed Job Description:

Wealth Client Service Associates are responsible for providing excellent customer service to clients of a wealth management firm. They must be able to respond to client inquiries in a timely and professional manner, and be able to resolve client issues quickly and efficiently. They must be knowledgeable about the firm’s products and services, and be able to explain them to clients in a clear and concise manner. They must also be able to provide advice and guidance on financial matters, and be able to recommend appropriate products and services to meet the client’s needs.

What is Wealth Client Service Associate Job Skills Required?

• Excellent customer service skills
• Excellent communication and interpersonal skills
• Knowledge of financial products and services
• Ability to explain financial products and services to clients
• Ability to provide advice and guidance on financial matters
• Ability to recommend appropriate products and services to meet the client’s needs
• Ability to resolve client issues quickly and efficiently
• Ability to work independently and as part of a team

What is Wealth Client Service Associate Job Qualifications?

• Bachelor’s degree in finance, economics, or a related field
• At least two years of experience in a customer service role
• Knowledge of financial products and services
• Ability to explain financial products and services to clients
• Ability to provide advice and guidance on financial matters
• Ability to recommend appropriate products and services to meet the client’s needs
• Ability to resolve client issues quickly and efficiently
• Ability to work independently and as part of a team

What is Wealth Client Service Associate Job Knowledge?

• Knowledge of financial products and services
• Knowledge of financial markets and trends
• Knowledge of financial regulations and laws
• Knowledge of customer service principles and practices

What is Wealth Client Service Associate Job Experience?

• At least two years of experience in a customer service role
• Experience in a financial services or wealth management firm
• Experience in providing advice and guidance on financial matters

What is Wealth Client Service Associate Job Responsibilities?

• Respond to client inquiries in a timely and professional manner
• Resolve client issues quickly and efficiently
• Explain financial products and services to clients
• Provide