Registered Client Service Associate

Location: Dublin, Ohio, United States; in-office work at least four days per week with one day of work-from-home flexibility

Salary: $58,300–$80,100 per year, plus potential variable compensation

Company

Diversified financial services organization providing financial planning, asset management, insurance, and advisory services to individual, small business, and institutional clients.

What you will do

• Support financial advisors with financial plans, portfolio materials, investment research, trades, and client transactions.
• Coordinate client meetings, including scheduling, confirmations, agendas, meeting summaries, data entry, follow-up, and client reception.
• Prepare new business documentation, obtain signatures, submit materials to the home office, track insurance applications, and coordinate rollovers.
• Coordinate marketing events, including compliance documentation and reimbursement administration.
• Handle administrative duties such as client correspondence, phone support, expense reports, client files, closing support, and business alerts.

Requirements

• Bachelor’s degree or equivalent.
• 3–5 years of relevant experience in a client service environment.
• Valid U.S. work authorization without current or future visa sponsorship requirements.
• Series 7, state securities agent registration through S63 or S66, state IAR registration through S65 or S66, and Life, Accident, and Health licenses with Variable Contracts, or the ability to obtain the required licenses within 150 days.
• Strong mathematical, analytical, organizational, time-management, communication, computer, and software skills.
• Ability to manage multiple priorities independently, follow processes, and collaborate with colleagues.

Culture & Benefits

• Client-centric, relationship-based environment focused on face-to-face collaboration.
• Flexible hybrid schedule with at least four days in the office and one day working from home.
• Vacation and sick time.
• 401(k) and health, dental, and life insurance benefits.
• Potential bonus, commission, and long-term incentive compensation depending on the role.