Client Specialist jobs in Cleveland, OH

Company Description

At Pinnacle Advisors in Cleveland, OH, we are more than financial advisors; we are partners in precision and advocates for comprehensive wealth management. We guide clients through the complexities of financial planning, ensuring their unique financial needs are met with care and expertise. As a client-centric firm, we prioritize worry-free planning for a secure tomorrow, offering a range of services including wealth management, trust management, and corporate trusts.

Role Description

This is a full-time, on-site role for a Client Onboarding and Trading Specialist at Pinnacle Advisors in Cleveland, OH. The Specialist will be responsible for a variety of key operational functions, including:

• Executing trades and rebalancing portfolios in line with client strategies.
• Opening and managing new accounts while ensuring smooth onboarding for clients.
• Processing withdrawals and deposits, ensuring all transactions are handled accurately and efficiently.
• Providing exceptional client service by addressing client inquiries and ensuring satisfaction throughout the relationship.
• Coordinating with financial advisors to ensure client portfolios are consistently optimized and aligned with their goals.
• Maintaining strong client relations through effective communication and timely resolution of client needs, creating a seamless client experience.

The role plays a vital part in delivering precision and excellence to our clients by handling both operational tasks and client-facing responsibilities.

Qualifications

• Strong interpersonal skills, with the ability to build and maintain client relationships.
• Excellent verbal and written communication skills.
• Commitment to meeting client needs and providing a positive, seamless client experience.
• Previous experience in customer service or a client-facing role.
• Detail-oriented with strong organizational skills and the ability to manage multiple priorities.
• Experience in financial services, wealth management, trading, or related fields is a plus.
• Bachelor’s degree in Finance, Business Administration, or a related field.