Client Service Associate
STRATOSOhio, United States
Posted February 17, 2026
Full Time
About the Company
Stratos Wealth Partners is a Beachwood, OH-based, independent wealth management practice affiliated with Stratos Wealth Partners.
Job Description
Stratos Wealth Partners is seeking a Client Service Associate to provide exceptional service and support to clients. The ideal candidate will have 3+ years of client service experience and excellent communication skills.
Requirements
- 3+ years of client service experience in the financial services industry
- Superior verbal and written communication skills
- Genuine interest in delivering exceptional service and fostering client relationships
- Strong attention to detail and accuracy
- Excellent technology skills, including experience with Word, Excel, Outlook and CRM tools