Client Service Specialist - Retirement Strategies, Ltd

Retirement Strategies, Ltd., is a local financial planning and wealth management firm specializing in serving families and individuals in reaching their retirement goals. Our Client Service Specialist position works directly with our clientele and manages all aspects of their accounts and 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 Fidelity Custodian 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. Pay is $20 - $25 / hr.

Job Type: Full Time

Job Location: Dublin, OH

Posted on August 12, 2024 • posted until filled