Summit Financial Strategies, Inc. is an independent, fee-only wealth management firm offering financial planning and investment advice to 900+ families. Operating since 1995, Summit manages over $1.6 billion in client assets. While some RIA (Registered Investment Advisor) firms focus on numbers, we at Summit focus on the people who make the numbers happen. So, we are always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established, growing and known for our openness to innovative ideas and approaches. We actively encourage our clients and associates to suggest ways to improve our service delivery and operations—and make our firm an even better place to work. We can help move your career from now to next.
The Client Service Associate assists the advisors by performing functions related to account paperwork, data management and maintenance of account information.
Duties and Responsibilities
The Client Service Associate position focuses in the following areas:
The Client Service Associate position typically requires the following qualifications:
Salary and Benefits
Pay/benefits are competitive based on industry standards.
Summit Financial Strategies, Inc. is an Equal Opportunity Employer
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