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 supporting financial advisors in Wealth Management by ensuring operational efficiency and exceptional service delivery.
Responsibilities
- Process new client accounts, distributions, and other financial transactions.
- Respond to basic client inquiries.
- Escalate to the Advisor for anything requiring a license.
- Collaborate with other Client Service team members to provide exceptional customer service.
- Maintain and update client information.
Requirements
- 2+ years of Financial Services industry experience required
- High School graduate or equivalent
- College degree preferred
- Proficiency in Microsoft Office software, including Word, Excel, Outlook, and PowerPoint
- Excellent problem-solving skills
Benefits
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
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