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 Administrator (CSA). This position is based in Findlay, Ohio. Learn more about what we do and our core values here.

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 Full-Time position (40 hours per week) and may include an occasional requirement to attend events outside of normal business hours. The CSA will work from 8:30am to 5:00pm Monday through Friday.

Compensation will be based on skills and experience. We offer a benefit package that includes a 401(k), health insurance, paid holidays, paid vacations, and a paid day off for your birthday!

Key Responsibilities

Client Service

  • Assist with new account applications & setup
  • Assist with account transfers
  • Assist with client service requests
  • Schedule client meetings for our advisors
  • Prepare for client meetings
  • Process quarterly client reports
  • Onboarding new clients

Errands

  • Post Office
  • Order / pickup office supplies
  • Grocery items for office
  • Team Member lunch orders / pickup
  • Other

Team Support

  • Contact clients / prospects to confirm appointments
  • Make reservations for lunch or dinner appointments
  • Prepare letters as requested
  • Keep team on schedule
  • Assist team as requested (includes business & personal support)

Marketing

  • Coordinate or assist with client events / seminars
  • Maintain current supply of marketing materials
  • Send Christmas & Birthday cards
  • Assist with website maintenance
  • Assist with digital marketing platforms

Office Reception

  • Answer & route incoming phone calls
  • Greet clients and guests
  • Offer refreshments, give a “wow” guest experience

Office Management

  • Maintain a clean office environment
  • Restock refrigerator
  • Empty trash
  • Maintain filing system
  • Maintain current supply of office supplies, order as needed
  • Handle incoming and outgoing mail, maintain overnight mail log
  • Send Faxes
  • Copying/Scanning as requested
  • Package / Bind Reports as requested
  • Participate in Weekly Team Meeting (Mondays)

Other Duties as Assigned

  • Assisting other CSAs and the Operations Manager
  • There 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 Administrator” to careers@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?

Thanks for considering this position. We look forward to hearing from you.