What are the responsibilities and job description for the Client Service Associate position at Signal Tree Financial Partners LLC?
We are seeking a highly organized and detail oriented Client Service Associate to join our team and contribute to our ongoing success as we support our clients.
This position is intentionally designed for someone who enjoys working directly with clients and supporting the advisory relationship, but does not aspire to become a financial advisor.
If you’re looking to grow in a professional, positive, and team-oriented environment within a long-term client service career path, we would love to hear from you.
Position Overview:
The Client Service Associate will play a key role in our client experience, serving as the primary point of coordination between our clients and our advisory and operations teams, ensuring every interaction is smooth, timely, and handled with care.
This is a full-time, in-person, client-facing role that requires a combination of administrative and customer service skills, attention to detail, and a genuine passion for helping clients achieve their financial goals.
Primary Responsibilities:
- Client Interaction: Friendly, professional correspondence by phone, email, and written communication. Including informing when transactions and actions have been completed, support usage and maintenance of client portal, and scheduling meetings.
- Advisor Support: Handle advisor needs proactively. Providing support for meeting preparation and follow-up.
- Account Setup and Updates: Collect and prepare client information for new accounts and account changes. Experience with Charles Schwab is a plus.
- Document Preparation: Identify and locate correct forms, prepare paperwork, and communicate with clients in order to send and receive information and acquire signatures.
- Customer Relationship Management (CRM): Update client information and utilize workflows and templates.
- Money Movement: Monitor money movement status and set up actions, such as Electronic Funds Transfer (EFT) lines, automated plans, and wires.
- Alert and Process Monitoring: Review alerts, follow-up on required actions, and interact with various departments at Charles Schwab and other financial institutions.
- Electronic File Maintenance: File client statements, correspondence, and agreements.
- Miscellaneous: Other duties, as needed and determined as the firm continues to grow.
Competencies:
- Minimum of two years of client service experience in the financial services industry.
- Positive, can-do, team-focused attitude, and professional communication skills.
- Ability to balance multiple competing priorities and work with more than one advisor.
- Strong computer proficiencies and ability to adopt innovative technology.
- Possess strong ethics with dedication to maintain high levels of confidentiality with client and firm information.
- Comfortable working in a team-based environment and individually.
- Openness to feedback and coaching.
If you have any applicable skills related to these items, please share:
- Client Events: Organizing client events, both in-person and virtually.
- Social Media: Posting on firm social media platforms.
Benefits:
- Retirement Plan
- Healthcare, Dental, and Vision
- 20 days PTO plus stock market holidays
- Additional benefits
About Signal Tree Financial Partners:
Signal Tree Financial Partners, LLC is an independent Registered Investment Advisory (RIA) firm headquartered in Fairlawn, OH with a second office location in Mayfield Heights, OH and third office location for our Tax Services in Medina, Ohio.
We value a client-first approach to every decision, integrity in all we do, and being part of a team that is fully focused on exceptional client service.