Wealth Management Client Services Specialist

Wealth Management Client Services Specialist

We are currently seeking experienced candidates with 2-3 years of administrative sales and accounting experience to join a reputable wealth management company in Canfield, OH. This role offers a great opportunity to grow your skills within a professional financial environment.

Join us in supporting a team that helps clients manage their wealth effectively. The ideal candidate will perform administrative functions related to client accounts, handle client inquiries, and maintain accurate records, all while providing excellent customer service. If you’re organized, detail-oriented, and eager to advance your career, we want to hear from you. Call our office to speak with a recruiter or schedule an interview.

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

Pay
$20.00 per 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 and bookkeeping for the office
• Communicate with clients via phone and greet visitors
• Assist with quarterly portfolio reports and client review presentations
• Complete general clerical functions including typing, filing, answering phones, mailing documents
• Support various projects and tasks assigned by the team

Minimum Requirements

• Associate degree and 1 year of related experience preferred
• Experience with Microsoft Office – Excel, Outlook, Teams
• Ability to maintain the highest level of confidentiality
• Capability to work under pressure and handle multiple tasks simultaneously
• Willingness to learn and grow with the company
• Highly organized and detail-oriented

Nice to Have Skills

• Experience in finance or banking
• Familiarity with client account management systems

Preferred Education and Experience

• Associate degree or higher in Business, Finance, or related field
• 2-3 years of administrative, sales, or accounting experience in an office setting

Other Requirements

• On-site work environment only
• Clean background, ability to pass any required screening

Benefits

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

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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 join a supportive team and take the next step in your career!