Client Service Assistant Job Opening

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 a part-time Client Service Assistant (CSA).  This position is in-person, based in downtown Findlay, Ohio.

The ideal CSA candidate is a service-oriented individual with excellent computer skills and strong people skills. It is critical that the CSA has the ability to be trusted with regard to confidential information.

Qualities for this role include being a self-starter, problem solver, organized, and able to handle a fast-paced firm with ease.  Being an entrepreneurial company, change occurs frequently and the 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, we encourage you to submit your resume and cover letter!

Key Responsibilities

  • Client Service
    • Assist with new client account applications & setup
    • Assist with account transfers
    • Reconcile transfers
    • Assist with client-service requests
    • Manage the client reporting process
    • Schedule client meetings for advisors, as needed
    • Prepare reports for client meetings
  • Team Support
    • Contact clients / prospects to confirm appointments
    • Make reservations for lunch or dinner appointments
    • Prepare letters as requested
    • Process paperwork
    • Keep team on schedule
    • Assist team as requested (includes business & personal support)
  • Finance Operations
    • Download and reconcile portfolio transactions daily using MorningStar Office
    • Assist with investment trading
    • Maintain composite performance history
  • Office Reception
    • Serves as back-up que to answer & route incoming phone calls
  • Office Management
    • Maintain a clean office environment
    • Maintain filing system
    • Handle incoming and outgoing mail
    • Send Faxes
    • Package and send quarterly reports
  • Other Duties as Assigned
    • There will be many other special projects and tasks 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

It is important to read the following application instructions carefully. If you believe you are the right candidate for this unique opportunity, please send an email with the subject: “Client Service Assistant” to 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!