Client Service Associate

Olympia Wealth & Life Management – Beachwood, OH

At Olympia Wealth & Life Management, we’re here to help you achieve more than just a job—we’re here to help you build a career that empowers you to make a difference. Our mission is to educate and inspire others to take bold control of their financial futures, and we want you to be part of that journey. Imagine unlocking your potential, building lasting success, and turning your own dreams into reality while helping others do the same. Join our team, and together we’ll create a fulfilling, prosperous future—for our clients and for you.

Key Responsibilities

1. Account Management and Servicing

• Oversee the end-to-end account opening process, including preparation and submission of documentation.

• Coordinate asset transfers, required minimum distributions (RMDs), and ensure accurate and timely processing and follow through.

• Manage account maintenance tasks such as updating client information, processing service requests, and managing beneficiary changes.

• Collaborate with custodians and internal teams to address and resolve account-related concerns efficiently.

2. Client Service and Relationship Management

• Respond promptly to client inquiries, offering expert guidance on account-related matters.

• Support client retention by delivering exceptional service and implementing personalized outreach strategies.

• Prepare for client meetings by drafting agendas, taking notes, and following up on actionable items.

• Conduct proactive client outreach to schedule reviews and confirm follow-ups.

• Execute engagement tasks such as personalized communications, birthday greetings, and holiday mailings.

3. Operational and Administrative Support

• Maintain accurate client records in CRM systems and ensure all documentation is current.

• Manage firm-wide scheduling and calendars, ensuring seamless coordination for financial advisors.

• Collaborate with the team to identify and implement process improvements that enhance service efficiency.

Qualifications

• Experience: Minimum 2+ years in a client service role within the financial services/wealth management industry, directly supporting financial advisors.

• Licensing: Series 7, 63, 66, and/or 65 are not required but are a plus.

• Skills:

  • Client-focused approach with a passion for delivering outstanding service.

  • Strong attention to detail and organizational skills, especially with account documents.

  • Superior interpersonal and communication skills across all channels (phone, email, in person).

  • Proficiency in Microsoft Office, financial planning software (eMoney), and CRM platforms (e.g., RedTail).

  • Analytical problem-solving skills and ability to thrive in a fast-paced environment.

Knowledge: Familiarity with financial services terminology and processes, including account opening and servicing, RMDs, and basic financial planning concepts.

Why Join Us?

At Olympia Wealth & Life Management, we believe in creating a workplace where you can thrive both professionally and personally. Here’s what sets us apart:

• Comprehensive Benefits: Enjoy a robust benefits package that includes health insurance, a retirement plan, and generous paid time off. We take care of you, so you can focus on what you do best.

• Competitive Compensation: We offer a competitive base salary with exciting bonus opportunities based on both team and individual performance. Your hard work and dedication will be rewarded.

• Supportive Team Environment: Join a team where your contributions truly matter. We foster a collaborative and supportive atmosphere where everyone’s voice is heard.

• Professional Growth: We are committed to your growth and development. Take advantage of opportunities for continuous learning and career advancement.

• Meaningful Impact: Make a real difference in our clients’ financial journeys. Your work will have a lasting impact on their lives, and that’s something to be proud of.