What are the responsibilities and job description for the Client Services Associate position at 1796 Private Wealth?
Job Overview
Join Our Dynamic Private Investment Practice
Our fast-paced, full-service private investment practice in Westlake, Ohio, is seeking a highly motivated Client Services Associate to provide exceptional support to our team and clients. This role is perfect for a financial services professional with client-facing experience who thrives in a collaborative, high-energy environment.
Key Responsibilities:
- Manage client requests promptly and professionally via phone, email, and in person interactions
- Coordinate client event preparations, including logistics, materials development, and post-event follow-up
- Maintain accurate client records in Salesforce/CRM systems and generate reports as needed
- Handle general office duties: scheduling, correspondence, filing, mail distribution, and administrative support
- Create professional documents, spreadsheets, and presentations using Microsoft Outlook, Word, Excel, and PowerPoint
- Support team operations and special projects to ensure seamless daily workflows
Qualifications & Skills:
- EXCEPTIONAL CLIENT SERVICE AND COMMUNICATIONS SKILLS A PRIORITY!
- 2 years in financial services AND/OR 5 years direct client service experience
- Outgoing personality with proven comfort engaging clients
- Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
- Hands-on experience with Salesforce or similar CRM platforms
- Exceptional organizational skills and ability to prioritize in a fast-paced setting
- In-office availability in Westlake, Ohio required
- Bachelor's degree preferred; equivalent experience considered
- Registration not required but preferred (Series 7, 66)
What We Offer:
- Full-time role with Benefits (40 hours/week)
- Salary: $50,000 to $60,000 per year
- Hybrid remote work schedule after six months
- Professional growth in a client-focused investment environment
- Collaborative team culture valuing initiative and service excellence
If you excel at building client relationships and managing diverse responsibilities, we want to hear from you!
Pay: $50,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
Salary : $50,000 - $60,000