Do you genuinely care about helping people? Callahan Financial Management Group, located in Dayton, Ohio, is seeking a full-time Client Associate (CA) to join their thriving team. The staff at Callahan comes to work every day with pride knowing they successfully assist clients reach their financial goals. Callahan Financial recognizes that employees are more productive when they are happy, which is why they promote an accommodating environment for the team.
Using your administrative and operational skills, you will assist Financial Advisors to maximize productivity and ensure an exceptional service experience for their clients. The ideal candidate will demonstrate a client-first approach as they meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, and prepare correspondence in a fast paced, professional and collaborative environment.
Callahan Financial values serving others and making a difference in their clients lives. Apply today to see what kind of difference they could make in yours!