Client Service Associate

Insight Global is looking for a Client Service Associate to be a key asset to a Wealth Management firm in Westerville, OH. This role will work closely with their Advisors + Internal Support Team to help service and support clients with a variety of needs.

Responsibilities
● Work across and support various groups and Advisors within Bluestone, and keep colleagues updated on progress and resolution of client issues/requests
● Assist with priority requests and client issues
● Facilitate timely, accurate, and efficient process transactions
● Participate in meetings and calls for industry regulatory items
● Participate in team meetings
● Help to maintain client accounts & data
● Help to maintain CRM & associated workflows

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

● 2+ years of experience in Client Servies or Executive/Administrative Assistance
● Experience working in Wealth Management or Financial Services
● Ability to self prioritize and balance multiple tasks in a changing environment
● Comfortable working with new technology systems and strong working knowledge of Microsoft Word, Excel, PowerPoint, SharePoint, Google, Slack, Zoom and other productivity applications

Financial or insurance licenses

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.