Tax Senior Associate focusing on private clients and accounting standards at CBIZ, providing tax and advisory services. Collaborating with team members on multiple engagement assignments.
About the role
- Client Service Associate responsible for delivering extraordinary client service in a wealth management firm. Building relationships and supporting client needs effectively while handling administrative duties.
Responsibilities
- Build and maintain client relationships aimed at client retention
- Manage new client implementation process and assist as necessary
- Maintain client paper files and electronic data files in a timely manner
- Responsible for day-to-day administrative duties of the office
- Understand the client’s overall business needs
- Review activities within the job scope for sufficient controls
- Attend and participate in learning opportunities
Requirements
- High school diploma required; bachelor’s degree preferred
- Financial services experience or applicable internship experience
- Wealth management experience a plus
- Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)
- Experience with eMoney a plus
- Strong verbal and written communication skills are essential to effective client relationships
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development opportunities
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Degree requirement
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