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Introduction:
Are you passionate about client service andlooking to join a dynamic, fast-paced, growing company? We have the position for you! Hixon Zuercher Capital Management, a leading wealth management firm, is looking for an energetic Client Service Assistant (CSA). This position is based in Findlay, Ohio.
The CSA will be a service-oriented individual with excellent computer skills and strong people skills. It is critical that the CSA has the ability to be discreet and trusted with regard to confidential information.
The CSA must be a self-starter, problem solver, extremely organized and able to handle a fast-paced firm with ease. Being an entrepreneurial company, change occurs frequently and the ideal CSA will thrive on the challenge of prioritizing various tasks and maintaining a harmonious workflow as projects shift and evolve. Mastery in Microsoft Office and solid communication skills are necessary to succeed in this role. The ideal candidate should be able to work under pressure and meet strict deadlines with a positive attitude.
This is a Part-Time position (20 hours per week) and may include an occasional requirement to be on-call outside of normal business hours. The CSA’s schedule will be flexible depending on the candidate but will be between the hours of 9:30am to 4:00pm Monday through Friday. If you believe you are the right fit for this role, then please submit your resume.
Key Responsibilities:
Client Service
Team Support
Operations
Office Management/Reception
Other Duties as Assigned
Required Skills & Experience:
Communication skills: Must possess excellent spelling, grammar, punctuation, and overall communication skills (both oral and written).
Education level: A Bachelor’s degree is preferred, but not required.
Previous experience: 3 years of experience of client service support is preferred, but not required.
Computer skills: Must be an expert with Microsoft Outlook and have advanced skills with Microsoft Word, Excel, and PowerPoint.
Organization skills: Must be an expert with calendaring, task management, filing, and organization.
How to Apply:
If you believe you are the right candidate for this unique opportunity, please send an email with the subject “Client Service Assistant” to careers[at]hzcapital.com with your cover letter and resume.
Please provide your answers to the following questions in your cover letter. Please answer each question in one hundred words or less.
1. Where do you live?
2. Do you meet all the qualifications listed?
3. Do you have any concerns with your ability to perform any of the duties described?
4. Why are you the ideal candidate?
5. Why do you want this job?
6. Can you provide three references from former employers if requested to do so?
Thanks for considering this position. We look forward to hearing from you.
Job Type: Part-time
Expected hours: No less than 20 per week
Benefits:
Schedule:
Ability to Commute:
Ability to Relocate:
Work Location: In person
Part Time
Investment Management
$47k-62k (estimate)
04/13/2024
08/10/2024
hzcapital.com
Findlay, OH
<25
Investment Management
The job skills required for Client Service Assistant include Client Service, Microsoft Office, Wealth Management, Communication Skills, Microsoft Word, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Assistant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Assistant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Assistant positions, which can be used as a reference in future career path planning. As a Client Service Assistant, it can be promoted into senior positions as a Client Service Specialist II that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Assistant. You can explore the career advancement for a Client Service Assistant below and select your interested title to get hiring information.