At Signal Tree, our culture drives our work. We strive to create a positive, growth-oriented work environment, and we value the unique skills and perspectives of others. We are always looking to hear from caring professionals who have a passion for serving clients.
Learn more about Signal Tree Financial Partners or see below for our current openings.
Client Service Associate
Location: Mayfield Heights, OH
Hours: 8:30 AM – 5:00 PM, Full-Time, In-Office
Compensation: $55,000 – $75,000
We are seeking a highly organized, experienced, and motivated Client Service Associate to join our dynamic team and contribute to our ongoing success. If you’re looking for an opportunity to grow within a professional, positive, and team-oriented environment, we would love to hear from you. Position Overview: The Client Service Associate will play a key role in supporting our Senior Financial Planners and ensuring a seamless client experience. This is a full-time, client-facing role that requires a combination of administrative and customer service skills, attention to detail, and a genuine passion for helping clients achieve their financial goals.
Primary Responsibilities:
- Client Interaction: Friendly, professional correspondence by phone, email, and written communication. Including informing when transactions and actions have been completed, support usage and maintenance of client portal, and scheduling meetings.
- Advisor Support: Handle advisor needs proactively. Providing support for meeting preparation and follow-up.
- Account Setup and Updates: Collect and prepare client information for new accounts and account changes. Experience with Charles Schwab is a plus.
- Document Preparation: Identify and locate correct forms, prepare paperwork, and communicate with clients in order to send and receive information and acquire signatures.
- Customer Relationship Management (CRM): Update client information and utilize workflows and templates.
- Money Movement: Monitor money movement status and set up actions, such as Electronic Funds Transfer (EFT) lines, automated plans, and wires.
- Alert and Process Monitoring: Review alerts, follow-up on required actions, and interact with various departments at Charles Schwab and other financial institutions.
- Electronic File Maintenance: File client statements, correspondence, and agreements.
- Miscellaneous: Other duties, as needed and determined as the firm continues to grow.
Competencies:
- Minimum of three years of client service experience in the financial services industry.
- Experience with Charles Schwab is a plus.
- Positive, can-do, team-focused attitude, and professional communication skills.
- Ability to balance multiple competing priorities and work with more than one advisor.
- Strong computer proficiencies and ability to adopt innovative technology.
- Prior experience working with customer relationship management (CRM) software.
- Possess strong ethics with dedication to maintain high levels of confidentiality with client and firm information.
- Comfortable working in a team-based environment and individually.
- Openness to feedback and coaching.
If you have any applicable skills related to these items, please share:
- SEC Compliance: Supporting the firm’s Chief Compliance Officer, working in conjunction with an RIA compliance provider.
- Client Events: Organizing client events, both in-person and virtually.
- Social Media: Posting on the firm’s social media platforms.
About Signal Tree Financial Partners: Signal Tree Financial Partners, LLC is an independent Registered Investment Advisory (RIA) firm headquartered in Fairlawn, OH with a second office location in Mayfield Heights, OH. We are an established and thriving financial planning practice committed to delivering high-quality, personalized financial advice and exceptional client service.
Our mission is to positively impact the lives of our clients, team members, and the broader community through thoughtful, tailored financial strategies that align with each client’s unique goals.
Please apply by emailing us your resume.
Administrative Assistant
Location: Medina, OH
Hours: 8:30 AM – 5:00 PM, Full-Time, In-Office (additional hours during tax season)
Compensation: $40,000 – $50,000
We are seeking a highly organized, client-focused, and detail-oriented Administrative Assistant to join our dynamic team and contribute to our ongoing success. If you’re looking for an opportunity to work within a professional, positive, and team-oriented environment, we would love to hear from you.
Position Overview:
We are seeking a detail-oriented and professional Administrative Assistant to join our team. This role is essential to ensuring the smooth and efficient operation of our office and delivering an exceptional client experience.
Primary Responsibilities:
- Answer and direct phone calls in a courteous and professional manner
- Greet clients and provide a welcoming environment
- Schedule appointments and manage calendars
- Accurately enter client information into software systems
- Organize and maintain files and records
- Assemble and e-file tax returns
- Prepare and process invoices
Competencies:
- Proficiency in Microsoft Word, Excel, and Outlook
- Exceptional organizational skills and attention to detail
- Ability to prioritize tasks and manage time effectively
- Strong problem-solving skills
- Ability to work independently and as part of a team
- High level of professionalism and confidentiality
- Excellent verbal and written communication skills
- Experience with relevant accounting software and tools is a plus
Preferred Experience:
- Previous experience as an administrative assistant or related role
- Experience in an accounting office is a plus
- High school diploma or equivalent; associate’s degree or higher preferred
About Signal Tree Tax Services:
At Signal Tree Tax Services, we believe in building lasting relationships through trust, integrity, and personalized service. Our team thrives in a collaborative and client-focused environment. We prioritize professional growth, encourage innovative thinking, and maintain a welcoming atmosphere for both clients and employees.
Benefits We Offer:
- Paid time off and holidays
- Healthcare
- Retirement Plan
- Professional development and training opportunities
- Supportive, team-oriented work environment
Please apply by emailing us your resume.
