Client Service Associate

Cincinnati, OH


Eck, Getter & Greenwell Wealth Management, located in Cincinnati, Ohio, is actively seeking a Client Service Associate (CSA) to join their growing team. The CSA position is an empowering, client service orientated role, with ample future growth opportunities. The CSA position will focus on enhancing the client experience by providing unparalleled client service, while also serving as administrative and operational support to the firm and Financial Advisors.

The ideal candidate is one that operates with a high attention to detail, is a team player, owns their tasks, and encompasses great organizational skills.

Essential Duties and Responsibilities:

  • Responsible for ensuring all client needs are promptly and accurately addressed; politely answer telephone calls; address calls as appropriate or take detailed messages as needed
  • Responsible for accurately answering initial questions from perspective or new clients
  • Review and respond to all electronic correspondence; promptly address issues and concerns with professionalism and attention to resolution
  • Maintain up-to-date client data in the contact management system and contact database for purposes of reporting, scheduling, fee tracking and marketing purposes
  • Establish and maintain client files to meet regulatory and compliance requirements, create and produce reports and databases for maintaining files and record keeping
  • Prepare deposits and scan incoming checks; process receipt of physical security certificates; maintain Time Stamp log; create and accurately process ACH’s and money transfers, journal entries, payments via check to outside vendors
  • Create and close accounts; add power of attorney and trading authority as applicable, link life insurance and annuity accounts, complete client registrations and proactively address and follow-through on client service requests

Required Qualifications:
  • Bachelor or Associates degree preferred
  • 1-3 years industry and client service experience is preferred; appreciation for the industry
  • Series 7 preferred
  • Strong client service skills, first-hand experience interacting directly with customers; a genuine interest in serving and caring for our clients
  • Intermediate to advanced level computer skills, including working knowledge of the Microsoft Office suite with strong skills in Word, Outlook and Excel.

Desired Traits:
  • Excellent oral, written and interpersonal communication skills; well-spoken both on the phone and in person; exudes a courteous, friendly, and professional demeanor
  • Outstanding planning and organizational skills, efficient multi-tasker, effective follow-up, deadline focused; detail oriented and demonstrates a commitment to accuracy by delivering high quality work
  • Energetic, eager to learn, team player, willing to cooperate; self-motivated with ability to work both independently and under direction
  • Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment; adapts to change in the work environment, manages competing demands and multiple interruptions

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