Senior Client Service Associate

3 weeks ago


Cleveland, Ohio, United States Clearstead Full time
Job Description

We are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Clearstead. As a key member of our Private Client Services group, you will play a critical role in providing exceptional client service and support to our high-profile private clients and institutions.

Key Responsibilities:
  • Client Relationship Management: Build and maintain strong relationships with clients, providing proactive and personalized support to meet their needs and goals.
  • Administrative Support: Provide administrative support to our Financial Advisors, including coordination of investment account transactions, opening and closing brokerage accounts, and managing meeting logistics.
  • Alternative Investments: Assist in the administration of alternative investments, including the completion of subscription documents and coordination of capital calls.
  • Team Collaboration: Work closely with our service team at Fidelity and Schwab to troubleshoot problems, expedite high-priority items, and work through complex transactions.
  • Professional Development: Stay up-to-date on industry trends and best practices, and share knowledge and expertise with colleagues to drive continuous improvement.
Requirements:
  • Experience: 5+ years of related investment, insurance, or trust administration experience.
  • Education: BS/BA degree in Business, Finance, or related field, or equivalent experience.
  • Skills: Strong computer proficiency, excellent interpersonal and communication skills, and ability to work in a fast-paced environment.

We offer a competitive base salary, incentive bonus program, 401(k) savings plan, and a generous paid time off program. If you are a motivated and experienced professional looking for a challenging and rewarding opportunity, please submit your application.



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