Find & Apply For Brokerage Clerk Jobs in Toledo, Ohio

Client Service Associate — Wealth Management A growing independent wealth management firm in Toledo, Ohio is seeking a Client Service Associate to support its financial advisors and day-to-day investment operations. This is an excellent opportunity for someone with direct experience in wealth management, brokerage, investment advisory, or a financial-advisor office who enjoys working behind the scenes to ensure client accounts, paperwork, transactions, and service requests are completed accurately and efficiently. The ideal candidate is organized, dependable, detail-oriented, and comfortable working independently within a collaborative small-team environment. Because this is a growing firm, this person will have the opportunity to make a visible impact, take ownership of important responsibilities, and wear multiple hats. Responsibilities Support financial advisors with client-account administration and operational requests Open and maintain brokerage, investment, and retirement accounts Process account transfers, withdrawals, distributions, and beneficiary changes Prepare and review new-account paperwork and other client documentation Communicate with custodians, broker-dealers, clients, and internal partners Track outstanding paperwork, service requests, and transactions through completion Prepare reports and materials for client meetings Maintain accurate, organized, and compliant client records Assist with trading and investment-account operations when appropriately licensed Support other administrative and operational needs of the firm Position Highlights Strong Base Salary (very flexible, just depends on experience) Opportunity to grow alongside an established independent wealth management firm Small, collaborative team where your contributions will have a visible impact Varied responsibilities and the opportunity to take ownership of key processes Employer-paid health insurance for the employee Dental and vision coverage available Full-time, in-office position in Toledo, Ohio with some work from home flexibility when needed Qualifications At least two years of experience in wealth management, brokerage, investment advisory, or a financial-advisor office Experience supporting financial advisors with client service or investment-account operations Familiarity with account openings, transfers, distributions, brokerage paperwork, asset movement, or custodian processes Strong customer-service and communication skills Exceptional organization, accuracy, and attention to detail Ability to manage multiple priorities and follow requests through completion Comfortable working independently and wearing multiple hats within a small office Series 7 preferred but not required Experience executing trades or supporting investment operations is a strong plus This role is best suited for someone with direct wealth-management or investment-account experience. General retail banking, lending, insurance servicing, or administrative experience without investment-industry exposure will not provide the background needed for this position. Please apply directly or send your resume to ariley@pursuitsalessolutions.com.

Pay:

$65,000.00 - $100,000.00 per year

Benefits:

Dental insurance Health insurance Vision insurance

Work Location:

In person