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Geneva Search Partners

18 jobs near Columbus, OH

Geneva Search Partners

Fund Controller

Chicago, IL · Hybrid

$110K - $160K/yr

SUMMARY As a member of our Private Equity, Real Estate, and Infrastructure Fund Finance team, you will primarily oversee fund accounting and analysis functions for investment partnerships and ...

Geneva Search Partners

Senior Tax Accountant

Gurnee, IL · On-site

$80K - $120K/yr

Partner with shareholders, advisors, and internal stakeholders to gather information and maintain accurate tax records. * Review individual tax information and assist with shareholder tax-related ...

Geneva Search Partners

AP Analyst

Chicago, IL · Hybrid

$65K - $72K/yr

Accounts Payable Analyst Hybrid - Only 1-2 Days in Office | Great Work-Life Balance | Excellent Benefits We are partnering with a highly successful and established industrial manufacturing company to ...

Geneva Search Partners

AP Analyst

Chicago, IL · On-site

$23.25 - $31/hr

Accounts Payable Analyst Hybrid - Only 1-2 Days in Office | Great Work-Life Balance | Excellent Benefits We are partnering with a highly successful and established industrial manufacturing company to ...

Geneva Search Partners

Senior Accountant

Knoxville, TN · Hybrid

$75K - $85K/yr

Our client is a fortune 500 company with offices near Knoxville, TN. They are seeking to hire a Senior Accountant. This is a rare and exciting opportunity to join a company in a step up position as ...

Geneva Search Partners LLC

Payroll Specialist

Chicago, IL · On-site

$24.25 - $33/hr

S. and international employees, ensuring accurate and timely payroll delivery through ADP platforms and global payroll partners. * Prepare, analyze, and validate payroll reports on a weekly, monthly ...

Geneva Search Partners, LLC

Office Manager

Oak Brook, IL · On-site

$80K - $90K/yr

This role is ideal for a proactive professional who thrives in a fast-paced environment and enjoys partnering with leadership to support both corporate and field operations. Position Summary The ...

Geneva Search Partners, LLC

Audit Associate

Skokie, IL · Hybrid

$60K - $75K/yr

Our client, a growing CPA firm with a collaborative culture, is seeking an Audit Associate to strengthen financial integrity and support growth.This role offers the opportunity to work directly with ...

Geneva Search Partners LLC

Staff Accountant

Chicago, IL · On-site

$56K - $74K/yr

Our client is a well-established international professional services firm with offices across multiple global markets. Known for its commitment to excellence, innovation, and client service, the firm ...

Client Service Associate

Geneva Search Partners, LLC

Chicago, IL • On-site

$80K - $110K/yr

Full-time

Retirement, PTO

Posted 25 days ago

Key responsibilities

  • Serve as a primary point of contact for client service requests and inquiries.

  • Assist with new account openings, account transfers, account maintenance, and required paperwork.

  • Maintain accurate client records, process client requests, and support client onboarding and account implementation.

Job description

We are seeking a motivated and detail-oriented Client Service Associate (CSA) to support an advisor for a growing RIA and serve as a key point of contact for clients. The ideal candidate is proactive, organized, and committed to delivering an outstanding client experience. This role is responsible for client account administration, operational support, and helping ensure the smooth day-to-day operation of the firm.


Key Responsibilities

  • Serve as a primary point of contact for client service requests and inquiries.
  • Maintain strong client relationships through timely, professional communication.
  • Assist with new account openings, account transfers, account maintenance, and required paperwork.
  • Process client requests, including distributions, contributions, beneficiary updates, and address changes.
  • Coordinate client meeting scheduling and prepare meeting materials.
  • Maintain accurate client records and documentation in CRM and custodial platforms.
  • Track and follow up on pending client service items to ensure timely completion.
  • Assist with client onboarding and account implementation processes.
  • Support compliance-related documentation and administrative requirements.
  • Work closely with the advisor to improve operational efficiency and client service processes.
  • Handle general office administration and special projects as needed.
  • Experience with alternative investment subscription documents.

Qualifications Required

  • Bachelor's degree from an accredited college or university.
  • Minimum of 2 years of Client Service Associate, Financial Services Assistant, or related experience within a financial advisory, wealth management, brokerage, or banking environment.
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to manage multiple priorities and work independently in a small office environment.
  • Proficiency with Microsoft Office Suite, including Outlook, Word, and Excel.
  • Commitment to maintaining confidentiality and professionalism.

Preferred

  • Experience working with Charles Schwab Advisor Services platforms and systems.
  • CFP® certification (or progress toward obtaining the designation).
  • FINRA Series 7, 63, 65, or 66 licenses a plus.
  • Experience with financial planning software and CRM systems.
  • Knowledge of investment accounts, retirement plans, and wealth management operations.

Key Competencies

  • Client-focused mindset
  • Strong follow-through and accountability
  • Problem-solving ability
  • Professionalism and discretion
  • Attention to detail and accuracy
  • Ability to work independently in a small-team environment
  • Positive attitude and willingness to learn

Compensation & Benefits

  • Competitive salary based on experience and qualifications
  • Performance-based bonus opportunity
  • Paid time off and holidays
  • Retirement plan benefits with a match and vested day 1
  • Professional development and continuing education support for licensing
  • 90% paid medical BCBS

Take the leap with Geneva Search Partners and create meaningful career connections. If you're ready to advance your career and make a lasting impact, apply today on our website. Your journey starts here at Geneva Search Partners, LLC.