Client Services Professional

4 days ago


Westerville, Ohio, United States Goldberg, Clouse & Edgell Full time
Job Overview

Goldberg, Clouse and Edgell (GCE) is seeking a highly motivated and detail-oriented Client Services professional to support the team of advisors in enhancing the client experience. This full-time onsite role (36 hours per week) will focus on meeting preparation, light compliance support, client onboarding, client service, and account paperwork. The ideal candidate will be process-oriented, technologically competent, and passionate about back-office operation excellence.

Key Responsibilities
  • Assist advisors in meeting preparation and client onboarding
  • Provide light compliance support and account paperwork assistance
  • Enhance the client experience through exceptional service
  • Collaborate with the team to achieve operational excellence

Goldberg, Clouse and Edgell is a boutique financial planning and advisory firm located in Westerville, OH. We offer a collaborative environment focused on serving the needs of our clients.


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