Alpha Planning · 7 hours ago
Client Services Associate
Solon, OH
Full-time
Onsite
Entry Level
$42K/yr - $45K/yr
1+ years expAlpha Planning is a boutique advisory firm located in Solon, OH, seeking a detail-oriented Client Service Associate. The role involves supporting client relationships through accurate data preparation and problem-solving, with opportunities for growth into more client-facing advisory roles.
ConsultingFinancial ServicesRetirement
Responsibilities
Ensure client data and paperwork are perfectly prepared for meetings each week, averaging 15-20 appointments
Master multiple software systems to efficiently support client needs and meeting preparation
Coordinate essential pre- and post-meeting tasks for smooth client interactions
Train to support trades and handle client paperwork during meetings
Learn and master our process for preparing advisors’ recommendations
Bring fresh perspective and problem-solving to operational challenges
Support client-facing tasks with growth into answering basic financial planning requests
Develop and grow with the firm for potential future role in management and/or advisory pathways
Qualification
Required
High school diploma required
Exceptional attention to detail and a commitment to accuracy in all tasks
Eagerness to learn and demonstrated passion for the financial services industry
Demonstrated proficiency with Microsoft Excel
1+ years' of work experience exhibiting strong attention to detail and accountability for processes
Proven ability to prioritize tasks and work independently following training
Demonstrated history of critical thinking and effective problem-solving skills
Preferred
Bachelor's degree in business, finance, or a related field
Hands-on experience with CRM platforms, financial planning software, and/or innovative AI tools such as ChatGPT
Proven background in roles that require creative problem-solving and proactive decision-making
Genuine interest in expanding knowledge and skills toward a future career in financial advising
Benefits
Annual variable compensation and bonuses that are directly tied to the success of our team and firm
PTO
401k
Company
Alpha Planning
Alpha Planning offers retriment planning solutions by using a variety of investments and insurance products and services.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase