Client Services Specialist
Investment Services
$52,000k-$62,000k per year
Monday-Friday, 8:00am-5:00pm
Dublin, Ohio (onsite)
Permanent Opportunity
We are seeking a Client Service Specialist, with experience in the financial planning or asset management industry, to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization! Our culture focuses on high ethics, collaboration, detail oriented, educational and improving our client’s lives.
Why You’ll Love This Job:
- 401(k) Retirement Plan, with a 3% Safe Harbor Match (after 1 year)
- Vacation Time & Maternity Leave
- Flexible work environment in a professional office location in Dublin, OH
What You’ll Do:
- Our Client Service Specialist position works directly with our clientele and manages all aspects of their investment accounts and overall financial picture
- This role would require the candidate to attend all assigned client meetings, communicate regularly with the client, support with compliance needs, utilize Client Relationship Management (CRM) software as well as account applications or cash flow paperwork
- This position requires thorough attention to detail, strong writing and communication skills, and experience in an office setting and/or financial industry is a plus
- Most of our clients rely on us to support all their financial needs
- In conjunction with our portfolio managers, financial advisors, planners, attorneys and accountants; your role is vital in helping them all successfully meet their needs
What We’re Looking For:
- Experience working with Redtail CRM systems or Fidelity or Schwab Custodians
- Excellent attention to detail, very comfortable with computer software programs in general including Microsoft Office, great communication on skills and ability to own client relationships and tasks to accurately complete without oversight
- This position requires a high level of client service & interpersonal skills including managing long-term clients of the firm, attending client meetings in person, as well as in-depth responsibilities with high impact results to the client and the firm
- Excellent attitude and an extraordinary client service orientation
- A strong focus on getting the details right
- Excellent organizational and time management skills
- An ability to handle multiple tasks within tight time frames
- Proficiency with Microsoft Office Suite & comfortable with computer programs
- Strong analytical and research skills
- Strong verbal, written, presentation, and interpersonal communication skills
Apply Today!
Upload your resume – no cover letter required. Our recruiters will review applications quickly and help connect you to this role and other opportunities.
About Dawson
Dawson is a trusted staffing partner in Central Ohio. We help job seekers grow their careers with fast feedback, personalized support, and access to multiple employers through one application.
