Client Service Associate
JK Investment Group
Cleveland, OH US
Posted ago
JK Investment Group

Responsibilities for this job require previous experience in the Financial Services Industry. This is NOT an Administrative Assistant Role. This person will be responsible for working with 2 Advisors to help provide their clients with the highest level of service possible. What do you receive in return? First, is competitive pay, and second and equally important is a truly excellent work environment. We encourage everyone to grow their career here however they want and encourage a team environment where we all work together, and have a lot of fun at the same time. If you are questioning the Financial Service firm where you are at, or it's just not a fun place to work, life is too short. Take the minute to fill out the application and we can sit down and talk.

Responsibilities

  • Prepares documents for new account openings and client transactions.
  • Prioritize, follow up, and complete service requests from advisors and clients.
  • Manages money movements for clients; wires, trade activities, journals, etc.
  • Foster existing and new relationships by focusing on exceptional client first experiences.
  • Prepares correspondence, forms, reports, and presentations or other written communications.
  • Schedules and coordinates meetings, special events, appointments, and travel arrangements.
  • Act as a backup to Administrative Assistant; greet and direct phone calls and visitors, and act as a resource for all contacts.
  • Evaluate, analyze and enhance the organization's operations through process improvement strategies/projects.
  • Perform general office duties, such as maintaining records management database systems.
  • Perform other projects or duties as assigned.

Qualifications

  • You MUST have previous financial services experience! If you are licensed, that is even better, but not a requirement.

Compensation
$50,000 - $75,000
About JK Investment Group

At JK Investment Group, our success is a tribute to our unique approach to investing and the life-long client relationships we cultivate. We tailor our financial planning strategies to individual goals and risk tolerance, actively refining our solutions to strengthen our client’s personalized wealth plans. Our comprehensive approach involves more than wealth management as we anticipate and address needs for tax, estate, insurance, charitable planning, and more. Combining our experience and analysis with passion and energy has kept JK Investment Group at the forefront of the industry.


Our strategy is simple: We measure our success through the success of our clients. 

APPLY NOW
Acceptable file formats include .doc, .docx, .pdf, .txt.
By applying, you consent to WizeHire's  Privacy Policy  and  Terms of Service.