Client Service Associate - 1st

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?

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.