Client Service Assistant

Introduction

Are you passionate about client service and looking to join a dynamic, fast-paced, growing company? We have the position for you! Hixon Zuercher Capital Management, a leading wealth management firm, is looking for an energetic Client Service Assistant (CSA). This position is based in Findlay, Ohio. The CSA will be a service-oriented individual with excellent computer skills and strong people skills. It is critical that the CSA has the ability to be discreet and trusted with regard to confidential information. The CSA must be a self-starter, problem solver, extremely organized and able to handle a fast-paced firm with ease. Being an entrepreneurial company, change occurs frequently and the ideal CSA will thrive on the challenge of prioritizing various tasks and maintaining a harmonious workflow as projects shift and evolve. Mastery in Microsoft Office and solid communication skills are necessary to succeed in this role. The ideal candidate should be able to work under pressure and meet strict deadlines with a positive attitude. This is a Part-Time position (20+ hours per week) and may include an occasional requirement to be on-call outside of normal business hours. The CSA’s schedule will be flexible depending on the candidate but will be between the hours of 9:30am to 4:00pm Monday through Friday. If you believe you are the right fit for this role, then please submit your resume.

Key Responsibilities

Client ServiceAssist with new account applications & setupAssist with account transfersReconcile transfersAssist with client service requestsManage the client reporting processSchedule client meetings for our advisors as neededPrepare for client meetingsTeam SupportContact clients / prospects to confirm appointmentsMake reservations for lunch or dinner appointmentsPrepare letters as requestedProcess paperworkKeep team on schedule Assist team as requested (includes business & personal support)OperationsDownload and reconcile portfolio transactions daily using Morningstar Office. Assist with trading.Maintain composite performance history.Office Management & ReceptionMaintain a clean office environmentMaintain filing systemHandle incoming and outgoing mail, maintain overnight mail logSend FaxesCopying/Scanning as requestedSend newsletters, quarterly reports, postcardsPackage Reports as requestedParticipate in Weekly Firm Meeting (Mondays)Serve as back-up que to answer & route incoming phone callsOther Duties as AssignedThere will be many other special projects and tasks, both personal and professional, that will be assigned as the business grows.

Required Skills & Experience

Communication skills: Must possess excellent spelling, grammar, punctuation, and overall communication skills (both oral and written).Education level: A Bachelor’s degree is preferred, but not required.Previous experience: 3+ years of experience of client service support is preferred, but not required.Computer skills: Must be an expert with Microsoft Outlook and have advanced skills with Microsoft Word, Excel, and PowerPoint.Organization skills: Must be an expert with calendaring, task management, filing, and organization.

How to Apply

If you believe you are the right candidate for this unique opportunity, please send an email with the subject “Client Service Assistant” to careers[at]hzcapital.com with your cover letter and resume. Please provide your answers to the following questions in your cover letter. Please answer each question in one hundred words or less. 1. Where do you live?2. Do you meet all the qualifications listed?3. Do you have any concerns with your ability to perform any of the duties described?4. Why are you the ideal candidate?5. Why do you want this job?6. Can you provide three references from former employers if requested to do so? We look forward to hearing from you.