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Wealth Management Client Services Specialist

Employ-Temps

Canfield, OH

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JOB DETAILS
SALARY
$20
SKILLS
Accounting, Administrative Skills, Banking Services, Bookkeeping, Business Solutions, Customer Relationship Management (CRM), Customer Support/Service, Customer/Client Research, Detail Oriented, Develop and Maintain Customers, Document Management, Finance, Financial Services, Health Insurance, Microsoft Excel, Microsoft Office, Microsoft Outlook, Multitasking, Operations, Organizational Skills, Project/Program Management, Sales, Sales Administration, Sales Management, Sales Presentation, Telephone Skills, Typing, Vision Plan, Wealth Management
LOCATION
Canfield, OH
POSTED
30+ days ago

Wealth Management Client Services Specialist

We are currently seeking motivated candidates with at least 2-3 years of administrative sales and accounting experience in an office setting to join a reputable wealth management company in Canfield, Ohio. This is an excellent opportunity for professionals looking to grow their career in a dynamic financial environment.

Join a dedicated team that provides personalized financial services to clients. In this role, you will support account management, client requests, and administrative functions, helping ensure smooth daily operations and exceptional customer service. This position offers the chance to develop your skills within a growing firm committed to client success.

Call our office to speak with a recruiter or schedule an interview.

Hours
Monday - Friday, 8:00AM – 4:00PM

Pay
$20.00 / hour based on experience

Key Responsibilities:
  • Add and maintain client data across business systems using document management and customer relationship software
  • Process client service requests and general account maintenance as directed
  • Perform light accounting / bookkeeping for the office
  • Communicate with clients, including answering phone calls and greeting visitors
  • Assist with quarterly portfolio reports and client review presentations
  • Complete general clerical duties such as typing, filing, mailing, and answering phones
  • Support all project work assigned by the FA and/or Branch Manager
  • Organize and assist in the maintenance of client account and trade-related records
  • Work with financial advisors and clients to gather required documents for account setup
  • Identify and escalate suspicious activity or issues to the appropriate personnel

Minimum Requirements:
  • Associate degree and 1 year of equivalent experience preferred
  • Experience with Microsoft Office (Excel, Outlook, Teams)
  • Ability to handle confidential information with discretion
  • Strong organizational skills and attention to detail
  • Ability to work under pressure and manage multiple projects
  • Willingness to learn and grow with the company

Nice to Have Skills:
  • Sales, Finance, Bank experience

Preferred Education and Experience:
  • Associate degree in a related field
  • 2-3 years of administrative office experience in sales or finance

Other Requirements:
  • Ability to work on-site in Canfield, Ohio
  • Ability to sustain a professional appearance and demeanor

Benefits:
  • Medical Insurance
  • Dental Insurance
  • Vision Insurance
  • Direct Deposit
  • More benefits once hired in

You can view all our jobs by copying and pasting this link in your browser: https://employtemps.com/jobs/

Employ-Temps Staffing Services provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran or military status, sexual orientation, gender identity or expression, political beliefs, or any other characteristic protected by federal, state or local laws.

Apply now to take your next step in financial services!

About the Company

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