Talent Bridge · 9 hours ago
Client Service Associate - Canton/Cleveland, OH
Canton, OH
Full-time
Onsite
New Grad, Entry Level
$47K/yr - $78K/yrTalent Bridge is seeking a Client Service Associate to support wealth management advisors by delivering high-quality client service and administrative support. The role focuses on client relationship management, operational accuracy, and coordination across internal teams to ensure a strong client experience.
Staffing & Recruiting
Responsibilities
Build and maintain strong client relationships to support long-term retention
Manage new client onboarding and implementation processes
Coordinate client activities with advisors and internal team members
Maintain accurate client paper and electronic records in a timely manner
Compile quarterly asset values for billing, invoicing, journals, transfers, annuity fees, commission fees, and consulting fee collections
Perform daily administrative office functions, including scheduling appointments, coordinating meetings, and supporting office operations
Assist with accounts payable and receivable activities as needed
Understand client business and financial needs and help identify appropriate value-added services
Review assigned activities to ensure proper controls and accuracy
Participate in internal meetings, training sessions, and professional development opportunities
Perform additional duties as assigned
Qualification
Required
High school diploma required
Prior experience in financial services or a relevant internship
Proficiency with Microsoft Office Suite and CRM platforms (e.g., Salesforce, Redtail)
Strong attention to detail and ability to manage multiple priorities
Excellent written and verbal communication skills
Client-focused mindset with a proactive service approach
Strong organizational and analytical skills
Ability to work effectively in a collaborative team environment
Preferred
bachelor's degree
Wealth management experience is an advantage
Experience with financial planning software is a plus
Benefits
Additional incentive compensation and benefits may be available, subject to applicable program rules and performance criteria.
Company
Talent Bridge
There is often a gap between open roles and the right skill sets. Talent Bridge is here to close it.
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase