What are the responsibilities and job description for the Client Service Associate - 1st position at Kable Staffing?
Location: Columbus, OH
Employment Type: 1st Shift, Full-time, direct hire
Employment Type: 1st Shift, Full-time, direct hire
Job Brief
Kable Workforce Solutions is hiring a Client Service Associate for our client. This position is responsible for reviewing and updating client investment plans, processing transactions (cash flows, purchases, sales, and asset transfers), and preparing reports such as cash flow statements, investment performance summaries, and personal financial statements.
Kable Workforce Solutions is hiring a Client Service Associate for our client. This position is responsible for reviewing and updating client investment plans, processing transactions (cash flows, purchases, sales, and asset transfers), and preparing reports such as cash flow statements, investment performance summaries, and personal financial statements.
What’s a Typical Day Like?
- Reviewing and updating client Investment Plans
- Processing transactions (cash flows, purchases and sales, asset transfers)
- Preparing for client meetings and responding to client requests
- Creating client reports – cash flow, investment performance and activity, Personal Financial Statements, ad hoc
- Preparing and/or reviewing documentation to open or update accounts and private investments
- Supporting the team with all aspects of providing comprehensive financial advice and servicing clients
What Are the Requirements of the Job?
- Bachelor’s degree Accounting/Finance or related
- The ability to analyze and interpret data to generate insightful questions and thoughtful recommendations
- Comfortable working in a team environment
- Strong Excel skill-set
- Attention to detail
- Related internship/job experience
- Thrives in a fast-paced work environment
- Ability to handle many tasks at once
- Ability to work in fast-paced environment.
- Ability to move or lift up to 50 lbs.
- Ability to reach, grasp, hold, push, pull, bend, twist, squat, climb, kneel.
- Ability to utilize hand/eye coordination.
- Capability to stand for prolonged periods of time
- Communication skills.
How to Apply And Next Steps?
Please submit your resume in our application by clicking “apply now.” We look forward to reviewing your application and you will hear from us within 1 business day.
Please submit your resume in our application by clicking “apply now.” We look forward to reviewing your application and you will hear from us within 1 business day.
About Kable Workforce Solutions
For over 50 years, Kable Workforce Solutions has been connecting skilled professionals with leading employers across the region. We’re dedicated to helping people build lasting careers and helping companies grow through quality, integrity, and partnership.
For over 50 years, Kable Workforce Solutions has been connecting skilled professionals with leading employers across the region. We’re dedicated to helping people build lasting careers and helping companies grow through quality, integrity, and partnership.
We believe in people first — empowering individuals to succeed and celebrating the work that drives our communities forward.
Kable Workforce Solutions is proud to be an equal opportunity employer. We welcome and value diversity and are committed to creating an inclusive workplace where everyone can thrive. Read our full diversity statement here.
This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties as assigned by the immediate supervisor and other management as required.