Client Services Specialist

1 month ago


Dublin, Ohio, United States Dawson Full time
Job Opportunity

We are seeking a highly skilled Client Services Specialist to join our team at Dawson. This is a permanent opportunity with a competitive hourly rate of $20.00-$25.00.

Key Responsibilities:

  • Manage client investment accounts and financial pictures
  • Attend client meetings and communicate regularly
  • Support compliance needs and ensure regulatory standards
  • Utilize CRM software and handle account applications and cash flow paperwork
  • Collaborate with portfolio managers, financial advisors, and accountants
  • Maintain attention to detail and provide exceptional client service

Requirements:

  • Commitment to a long-term position (10 years or more)
  • Experience with CRMs and investment software
  • Strong interpersonal skills and a pleasant disposition
  • Confidence and enjoyment in working with people
  • High attention to detail and effective note-taking abilities
  • Comfort with technology and proficiency in Microsoft Office Suite
  • Excellent organizational and time management skills
  • Strong analytical and research skills
  • Exceptional verbal, written, presentation, and interpersonal communication skills

What We Offer:

  • 401K retirement plan
  • Vacation time
  • Flexible work environment in a professional office

Location: Dublin, Ohio (onsite)



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