About this opportunity
Alpha Planning lists this Client Service Associate opportunity in solon, Ohio. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Are you passionate about the complex nature of financial planning and eager to grow within a boutique advisory firm? Alpha Planning located in Solon, OH is seeking a Client Service Associate who is extremely detail-oriented and resourceful, ready to play a vital role on our team.
In this position, your accuracy and ability to solve problems will be essential—not only for supporting our clients, but also for ensuring the foundation of our client relationships remains strong. These skills are crucial to the success of both our clients and our firm. We will set you on a path to develop into a more client-facing, advisory, or managerial role over time. If you’re ready to make an impact and grow professionally, we want to meet you!
Culture & Upside:
Small-team intimacy: You’ll join a team where everyone’s personality, style, and strengths add color. Be ready to bring your own unique perspective!
Results-focused expectations : Employees generally work 40 hours per week, sometimes more, but success is measured by results. Occasional evening/after-hours meetings and events may be required, especially for those interested in future advisory roles.
Who will thrive here?
Those who love unpacking complexity, catching errors before anyone else, communicating clearly, problem solving, and contributing new ideas. You prefer the “right way” to “the quick way” and want your work to pave your path forward in the financial services industry.
What You’ll Do:
Ensure client data and paperwork are perfectly prepared for meetings each week, averaging 15-20 appointments
Master multiple software systems to efficiently support client needs and meeting preparation
Coordinate essential pre- and post-meeting tasks for smooth client interactions
Train to support trades and handle client paperwork during meetings
Learn and master our process for preparing advisors’ recommendations
Bring fresh perspective and problem-solving to operational challenges
Support client-facing tasks with growth into answering basic financial planning requests
Develop and grow with the firm for potential future role in management and/or advisory pathways
What We’re Looking For:
High school diploma required
Exceptional attention to detail and a commitment to accuracy in all tasks
Eagerness to learn and demonstrated passion for the financial services industry
Demonstrated proficiency with Microsoft Excel
1+ years’ of work experience exhibiting strong attention to detail and accountability for processes
Proven ability to prioritize tasks and work independently following training
Demonstrated history of critical thinking and effective problem‑solving skills
Bonus Points:
Bachelor’s degree in business, finance, or a related field
Hands‑on experience with CRM platforms, financial planning software, and/or innovative AI tools such as ChatGPT
Proven background in roles that require creative problem‑solving and proactive decision‑making
Genuine interest in expanding knowledge and skills toward a future career in financial advising
What You’ll Get:
$44k+/year (base salary) + additional 4-part bonus program
Position offers annual variable compensation and bonuses that are directly tied to the success of our team and firm. As your years of service with the company increase, so does your share of the bonus pool - rewarding your ongoing commitment and bottom‑line impact. With strong performance and continued growth, total compensation has the potential to exceed $100,000 annually.
Your total compensation will grow right alongside the value you bring to the firm!
PTO
401k
Schedule:
In office: Monday - Friday, 9:00am - 5:30pm
Some evenings required for client events and evening appointments
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
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Worksite address
solon, OH, 44139, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.