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Investment Services Associate Jobs in Ohio (NOW HIRING)

ultimus

Investor Services Associate

Clifton Park, NY

The Investor Services Associate is responsible for the daily investor support across multiple fund administration teams. Candidates must be client-oriented, technology savvy, demonstrate initiative ...

Career Connections

Client Services Associate

Athens, OH · On-site

$16.50 - $22/hr

Client Service Associate Our client, a growing wealth management firm, is seeking a Client Service ... Experience in wealth management, financial planning, banking, insurance, or investment services ...

Keybank

Investment Associate

Brooklyn, OH · Hybrid

$23.08 - $34.62/hr

Within the Service Center of Key Investment Services (KIS), this individual is responsible for assisting the KIS Sales Force in achieving sales goals, customer service, business growth and client ...

Chase

Trading Services Associate

Columbus, OH · On-site

$14.75 - $19.50/hr

Fixed Income Middle Office Associate Join a collaborative trading services team where your work directly supports portfolio managers and investment outcomes. As a Fixed Income Middle Office Associate ...

NRP Group

Investment Associate

Cleveland, OH · Hybrid

$80K - $90K/yr

The NRP Group is a full-service multifamily developer, general contractor, and property manager ... NRP Investments LLC is currently seeking an Investment Associate to join our Capital Markets team ...

NRP Group

Investment Associate

Cleveland, OH · On-site

$80K - $90K/yr

The NRP Group is a full-service multifamily developer, general contractor, and property manager ... NRP Investments LLC is currently seeking an Investment Associate to join our Capital Markets team ...

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Investment Services Associate information

What is an investment services associate?

An Investment Services Associate is a financial professional who supports investment advisors and clients by assisting with account management, processing transactions, conducting research, and providing customer service. They often work at banks, wealth management firms, or investment companies. Their primary responsibilities include responding to client inquiries, preparing investment reports, ensuring compliance with regulations, and facilitating smooth operations within the investment team. This role is ideal for those interested in finance, customer service, and gaining experience in investment management.

How does an investment services associate typically collaborate with financial advisors and clients?

Investment Services Associates play a critical support role, working closely with financial advisors to ensure client portfolios are managed efficiently. They gather and prepare account documentation, handle client inquiries, and assist with transactions such as trades or transfers. Regular communication with both advisors and clients is essential to resolve issues promptly and maintain high service standards. This teamwork fosters a collaborative environment where associates can learn from more experienced professionals and expand their industry knowledge.

What are the key skills and qualifications needed to thrive as an investment services associate, and why are they important?

To excel as an Investment Services Associate, you need a solid understanding of financial markets, investment products, and client relationship management, often supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as FINRA Series 7 or 63 are commonly required. Strong communication, analytical thinking, and attention to detail are vital soft skills for building client trust and ensuring accurate transactions. These competencies are crucial for delivering effective investment solutions and maintaining high client satisfaction in a competitive financial environment.

What is the difference between Investment Services Associate vs Financial Advisor?

AspectInvestment Services AssociateFinancial Advisor
CredentialsTypically requires FINRA Series 7 and 63 licensesOften requires Series 7, 66/63, and CFP certification
Work EnvironmentBank or brokerage firm, supporting client transactionsIndependent or firm-based, providing personalized financial planning
Employer & IndustryFinancial institutions, investment firmsWealth management firms, independent practices
Search & Comparison IntentUnderstanding entry-level roles supporting investmentsSeeking comprehensive financial planning services

Investment Services Associates primarily support transaction processing and client account management within financial institutions, often requiring licensing. Financial Advisors focus on personalized financial planning and wealth management, often holding additional certifications. While both roles serve clients' investment needs, the Associate role is more support-oriented, whereas the Advisor provides comprehensive financial advice.

What are popular job titles related to Investment Services Associate jobs in Ohio?

For Investment Services Associate jobs in Ohio, the most frequently searched job titles are:

What job categories do people searching Investment Services Associate jobs in Ohio look for?

The top searched job categories for Investment Services Associate jobs in Ohio are:

What cities in Ohio are hiring for Investment Services Associate jobs?

Cities in Ohio with the most Investment Services Associate job openings:

Investment Services Associate jobs near you
Infographic showing various Investment Services Associate job openings in Ohio as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Investor Services Associate

Clifton Park, NY

ultimus
Software Development • 51 - 200 employees
Learn more about ultimusexternal

Full-time

Posted 15 days ago

Job description

The Investor Services Associate is responsible for the daily investor support across multiple fund administration teams.  Candidates must be client-oriented, technology savvy, demonstrate initiative and have attention to detail with excellent time management skills.  Successful candidates must also perform well under time constraints while handling multiple projects simultaneously.  In addition to their own daily responsibilities, this position is responsible for assisting other team members as required.                                                                                      
 Responsibilities
•            Client on-boarding including data entry and document review
•           Investor record keeping including the database maintenance, running client reports and processing updates
•            Creating, editing and formatting PDF files using Adobe Acrobat
•           Processing large volume mailings through electronic and/or hard copy methods while providing assistance with tracking, associated communications and necessary follow-up.
•           Managing various projects from start to finish using Microsoft software and other firm systems or web based applications while working with others to ensure quality and timely completion
•          Document copying, scanning and filing, as required
Qualifications
•           Minimum of an Associate’s Degree in Business Administration or related field
•         1 -3 years’ experience in administration or related field preferred 
•          High proficiency in Microsoft Word, PowerPoint, Excel, Acrobat Adobe, Outlook, and web-based applications are required
•           Detail oriented with good organizational, time management and analytical skills
•          Ability to function in high stress situations attributed to tight deadlines and multiple client needs or team needs
•         Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients
•          Ability to work in a fast-paced environment and handle multiple priorities and deadlines
•          Ability to work both independently, prioritizing and multi-tasking, as well as working collaboratively in a team environment

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