Financial Client Service Associate

  • Location
    Dublin, Ohio
  • Job type
    Direct Hire
  • Category
    Accounting & Finance - Financial Sales

Adecco Direct Placement is currently recruiting experienced candidates for a Direct Hire Financial Client Service Associate job in Dublin, OH with one of our top clients. This Company is a well-established independent advisory and wealth management firm. This is an exciting opportunity to become a part of a company rated in the top 1% of independent advisory firms and that has achieved being one of the 10 best places to work in Central Ohio for 3 years. They are looking for a candidate that is passionate about creating investment strategies that are designed to help balance growth, potential income, and preservation.

Position Responsibilities:

Attend and assist Financial Advisor with preparation of client meetings. Responsibilities also include creating, modifying, presenting and updating the financial planning software and adding notes to software.
Responsible for miscellaneous questions and administrative items that may arise including the ability to discuss and guide the client during market volatility.
Open new accounts and process account paperwork and follow up with clients for signatures.
Assist clients with basic questions about accounts/paperwork/maintain relationships.
Assist Financial Advisors with processing annuities and life insurance policies & updating licensing.
Assist Financial Advisor with order entry, trading, and automatic mutual fund buys/sells.
Process retirement plan rollovers, account additions, account distributions, automatic bank transfers, wire transfers, etc.
Work with clients to update their account information i.e., address changes, beneficiary changes, bank account changes, etc.
Log activities and follow-ups.
Attend marketing events.
Comply with our broker-dealer’s supervisory and compliance guidelines.
Responsible for backing up our registered account administrator (100% administrative) during her absences


Minimum (5) years industry experience. College degree preferable but not required.
Must have working knowledge of basic investments (stocks, bonds, mutual funds, annuities, life insurance) and types of accounts (IRA, 401k, etc.).

Licenses or Certifications desired:

Certified Financial Planner (CFP) designation
Series 63 License
FINRA Series 7 & 66 Licenses
Ohio insurance license, preferred

This direct hire position includes top level benefits that include:
• Competitive Pay
• Retirement Plan with Company Match
• Medical and Dental Insurance
• Paid Vacation and Holidays
• Career Advancement Opportunities

If you meet the above qualifications and would like to apply for this position, please click APPLY NOW and upload your most current resume. You may email your resume to our recruiter, Angela Stewart, at Please Client Service Associate on the subject line of any e-mail correspondence. Questions regarding this position can be addressed by emailing or calling 419-222-8395. Thank you in advance for applying, however, only qualified candidates will be contacted.

  • Apply with Adecco

Reference number US_EN_2_027517_136233