Client Service & Operations Associate jobs in United States
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STRATOS · 20 hours ago

Client Service & Operations Associate

positionBeachwood, Ohio, United States
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$60K/yr - $80K/yr

STRATOS is a growing, independent wealth management firm looking for a Client Service & Operations Specialist to join their Beachwood office. The role involves supporting clients and advisors with account management, ensuring exceptional client experiences, and maintaining accurate records while communicating effectively within the team.

ConsultingFinancial Services
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Growth Opportunities

Responsibilities

Support clients and advisors with account opening, documentation, and service requests
Prepare for and support client meetings, including reports and follow-up items
Maintain accurate client records in Salesforce, financial planning, and portfolio systems
Proactively track and follow up on client service requests and transactions
Communicate clearly and professionally with clients and internal team members
Handle administrative tasks such as phone coverage, mailing, filing, and form processing
Ensure compliance with firm policies and industry regulations

Qualification

Attention to detailOrganizational skillsFinancial services experienceMicrosoft OfficeClient relationship managementSalesforce proficiencyCommunication skillsAdaptability

Required

Strong attention to detail and follow-through
Friendly, professional communication skills and comfort speaking with clients
Organized, adaptable, and able to manage multiple priorities
Proficiency with Microsoft Office (Outlook, Word, Excel, Teams)
Comfortable with technology and eager to learn new systems

Preferred

Bachelor's degree preferred (relevant industry experience considered)
Experience in financial services or wealth management preferred but not required

Benefits

Retirement plan
Health care benefits
Paid time off and paid holidays
Opportunities for incentives, professional development, and career advancement

Company

STRATOS

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Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 350 independent financial advisors nationwide.
dateFounded in 2008
location
Beachwood, Ohio, USA
people-size501-1000 employees
web-link
http://stratoswealthpartners.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Emigrant Partners
2020-04-02Corporate Round

Leadership Team

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Jeff Concepcion
Founder and CEO
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Recent News

PR Newswire
Stratos Wealth Holdings Appoints Charis Jones as Chief Operating Officer
2025-10-09
Morningstar.com
Stratos Wealth Partners Takes No. 23 on Barron's Top Ria Firms List
2025-09-29
PR Newswire
Stratos Wealth Partners Earns Top Workplaces Honor for Second Consecutive Year
2025-06-30
Company data provided by crunchbase