BBF Wealth
Client Service Associate: Financial Admin & CRM Pro
BBF Wealth, Beachwood, Ohio, United States, 44122
A financial services firm in Beachwood is seeking a Registered Client Service Associate to provide high-touch administrative support to Financial Advisors and clients. The ideal candidate will possess strong communication skills and the ability to manage multiple tasks in a fast-paced environment. Responsibilities include processing client transactions, maintaining records, and assisting with marketing efforts. This role requires a High School Diploma and experience in the securities industry is preferred. Competitive salary range is $45,000-$75,000.
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