Client Service Associate

Job Summary

  • Salary:

    $54,000 - $65,000 USD Annually

  • Benefits:

    Health Insurance, Dental Insurance, Retirement Savings, Paid Time Off

  • Location:

    Columbus, OH

  • Type:

    Full-time

  • Categories:

    Customer Service, Recruiter, Finance

  • Company:

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  • Summary:

    Coordinate client meetings and prepare necessary paperwork while supervising account activity and resolving issues. Document client achievements and maintain compliance to support financial planning and investment strategies.

  • Job Description

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