Olympia Wealth and Life Management
Client Services Associate
Olympia Wealth and Life Management, Beachwood, Ohio, United States, 44122
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Client Services Associate
role at
Olympia Wealth and Life Management
Direct message the job poster from Olympia Wealth and Life Management
Olympia Wealth and Life Management provided pay range This range is provided by Olympia Wealth and Life Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $55,000.00/yr - $65,000.00/yr
Key Responsibilities
Account Management and Servicing
Oversee the end-to-end account opening process, including preparation and submission of documentation.
Coordinate asset transfers, required minimum distributions (RMDs), and ensure accurate and timely processing and follow through.
Manage account maintenance tasks such as updating client information, processing service requests, and managing beneficiary changes.
Collaborate with custodians and internal teams to address and resolve account-related concerns efficiently.
Client Service and Relationship Management
Respond promptly to client inquiries, offering expert guidance on account-related matters.
Support client retention by delivering exceptional service and implementing personalized outreach strategies.
Prepare for client meetings by drafting agendas, taking notes, and following up on actionable items.
Conduct proactive client outreach to schedule reviews and confirm follow-ups.
Execute engagement tasks such as personalized communications, birthday greetings, and holiday mailings.
Operational and Administrative Support
Maintain accurate client records in CRM systems and ensure all documentation is current.Manage firm-wide scheduling and calendars, ensuring seamless coordination for financial advisors.
Collaborate with the team to identify and implement process improvements that enhance service efficiency.
Job Requirements Qualifications
Experience: Minimum 2+ years in a client service role within the financial services/wealth management industry, directly supporting financial advisors.
Licensing: Series 7, 63, 66, and/or 65 are not required, however, are a plus.
Skills:
Client-focused approach with a passion for delivering outstanding service.
Strong attention to detail and organizational skills, especially with account documents.
Superior interpersonal and communication skills across all channels (phone, email, in person).
Proficiency in Microsoft Office, financial planning software (eMoney), and CRM platforms (e.g., RedTail).
Analytical problem-solving skills and ability to thrive in a fast-paced environment.
Knowledge Familiarity with financial services terminology and processes, including account opening and servicing, RMDs, and basic financial planning concepts.
Why Join Us? At Olympia Wealth & Life Management , we believe in creating a workplace where you can thrive both professionally and personally. Here’s what sets us apart:
Comprehensive Benefits : Enjoy a robust benefits package that includes health insurance, a retirement plan, and generous paid time off. We take care of you, so you can focus on what you do best.
Competitive Compensation : We offer a competitive base salary with generous bonus opportunities based on both team and individual performance. Your hard work and dedication will be rewarded.
Supportive Team Environment : Join a team where your contributions truly matter. We foster a collaborative and supportive atmosphere where everyone’s voice is heard.
Professional Growth : We are committed to your growth and development. Take advantage of opportunities for continuous learning and career advancement.
Meaningful Impact : Make a real difference in our clients’ financial journeys. Your work will have a lasting impact on their lives, and that’s something to be proud of.
Seniority level Entry level
Employment type Full-time
Referrals increase your chances of interviewing at Olympia Wealth and Life Management by 2x
#J-18808-Ljbffr
Client Services Associate
role at
Olympia Wealth and Life Management
Direct message the job poster from Olympia Wealth and Life Management
Olympia Wealth and Life Management provided pay range This range is provided by Olympia Wealth and Life Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $55,000.00/yr - $65,000.00/yr
Key Responsibilities
Account Management and Servicing
Oversee the end-to-end account opening process, including preparation and submission of documentation.
Coordinate asset transfers, required minimum distributions (RMDs), and ensure accurate and timely processing and follow through.
Manage account maintenance tasks such as updating client information, processing service requests, and managing beneficiary changes.
Collaborate with custodians and internal teams to address and resolve account-related concerns efficiently.
Client Service and Relationship Management
Respond promptly to client inquiries, offering expert guidance on account-related matters.
Support client retention by delivering exceptional service and implementing personalized outreach strategies.
Prepare for client meetings by drafting agendas, taking notes, and following up on actionable items.
Conduct proactive client outreach to schedule reviews and confirm follow-ups.
Execute engagement tasks such as personalized communications, birthday greetings, and holiday mailings.
Operational and Administrative Support
Maintain accurate client records in CRM systems and ensure all documentation is current.Manage firm-wide scheduling and calendars, ensuring seamless coordination for financial advisors.
Collaborate with the team to identify and implement process improvements that enhance service efficiency.
Job Requirements Qualifications
Experience: Minimum 2+ years in a client service role within the financial services/wealth management industry, directly supporting financial advisors.
Licensing: Series 7, 63, 66, and/or 65 are not required, however, are a plus.
Skills:
Client-focused approach with a passion for delivering outstanding service.
Strong attention to detail and organizational skills, especially with account documents.
Superior interpersonal and communication skills across all channels (phone, email, in person).
Proficiency in Microsoft Office, financial planning software (eMoney), and CRM platforms (e.g., RedTail).
Analytical problem-solving skills and ability to thrive in a fast-paced environment.
Knowledge Familiarity with financial services terminology and processes, including account opening and servicing, RMDs, and basic financial planning concepts.
Why Join Us? At Olympia Wealth & Life Management , we believe in creating a workplace where you can thrive both professionally and personally. Here’s what sets us apart:
Comprehensive Benefits : Enjoy a robust benefits package that includes health insurance, a retirement plan, and generous paid time off. We take care of you, so you can focus on what you do best.
Competitive Compensation : We offer a competitive base salary with generous bonus opportunities based on both team and individual performance. Your hard work and dedication will be rewarded.
Supportive Team Environment : Join a team where your contributions truly matter. We foster a collaborative and supportive atmosphere where everyone’s voice is heard.
Professional Growth : We are committed to your growth and development. Take advantage of opportunities for continuous learning and career advancement.
Meaningful Impact : Make a real difference in our clients’ financial journeys. Your work will have a lasting impact on their lives, and that’s something to be proud of.
Seniority level Entry level
Employment type Full-time
Referrals increase your chances of interviewing at Olympia Wealth and Life Management by 2x
#J-18808-Ljbffr