Wealth Client Onboarding & Service Associate

A financial services organization based in Westlake, OH seeks a Client Relationship Associate to support relationship managers and enhance client experiences. The role involves managing client onboarding, conducting outreach, and using Salesforce for data management. Candidates should possess a Bachelor's degree and have at least 3 years of relevant experience. This position offers a competitive hourly rate and incentive compensation, with an environment that supports both in-office and flexible work options. J-18808-Ljbffr