Client Service Associate - 1stMBS Pro Staffing • Columbus, OH, US

Client Service Associate - 1st

MBS Pro Staffing • Columbus, OH, US

[job_card.30_days_ago]

[job_preview.job_type]

[job_card.full_time]

[job_card.permanent]

[job_card.job_description]

Job Description

Location: Columbus, OH
Employment Type: 1st Shift, Full-time, direct hire

Job Brief
Kable Workforce Solutions is hiring a Client Service Associate for our client. This position is responsible for reviewing and updating client investment plans, processing transactions (cash flows, purchases, sales, and asset transfers), and preparing reports such as cash flow statements, investment performance summaries, and personal financial statements.

What’s a Typical Day Like?

Reviewing and updating client Investment Plans
Processing transactions (cash flows, purchases and sales, asset transfers)
Preparing for client meetings and responding to client requests
Creating client reports – cash flow, investment performance and activity, Personal Financial Statements, ad hoc
Preparing and/or reviewing documentation to open or update accounts and private investments
Supporting the team with all aspects of providing comprehensive financial advice and servicing clients

What Are the Requirements of the Job?

Bachelor’s degree Accounting/Finance or related
The ability to analyze and interpret data to generate insightful questions and thoughtful recommendations
Comfortable working in a team environment
Strong Excel skill-set
Attention to detail
Related internship/job experience
Thrives in a fast-paced work environment
Ability to handle many tasks at once
Ability to work in fast-paced environment.
Ability to move or lift up to 50+ lbs.
Ability to reach, grasp, hold, push, pull, bend, twist, squat, climb, kneel.
Ability to utilize hand/eye coordination.
Capability to stand for prolonged periods of time
Communication skills.

How to Apply And Next Steps?
Please submit your resume in our application by clicking “apply now.” We look forward to reviewing your application and you will hear from us within 1 business day.

About Kable Workforce Solutions
For over 50 years, Kable Workforce Solutions has been connecting skilled professionals with leading employers across the region. We’re dedicated to helping people build lasting careers and helping companies grow through quality, integrity, and partnership.

We believe in people first — empowering individuals to succeed and celebrating the work that drives our communities forward.

Kable Workforce Solutions is proud to be an equal opportunity employer. We welcome and value diversity and are committed to creating an inclusive workplace where everyone can thrive. Read our full diversity statement here.

This job description is not intended to be all-inclusive, and the employee will also perform other reasonably related business duties as assigned by the immediate supervisor and other management as required.

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Client Service Associate 1st • Columbus, OH, US

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