Location
Westerville, OH, United States
Posted
July 18, 2026
Job Description
Job Description
Insight Global is looking for a Client Service Associate to be a key asset to a Wealth Management firm in Westerville, OH. This role will work closely with their Advisors + Internal Support Team to help service and support clients with a variety of needs.
Responsibilities
● Work across and support various groups and Advisors within Bluestone, and keep colleagues updated on progress and resolution of client issues/requests
● Assist with priority requests and client issues
● Facilitate timely, accurate, and efficient process transactions
● Participate in meetings and calls for industry regulatory items
● Participate in team meetings
● Help to maintain client accounts & data
● Help to maintain CRM & associated workflows
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes ...
Insight Global is looking for a Client Service Associate to be a key asset to a Wealth Management firm in Westerville, OH. This role will work closely with their Advisors + Internal Support Team to help service and support clients with a variety of needs.
Responsibilities
● Work across and support various groups and Advisors within Bluestone, and keep colleagues updated on progress and resolution of client issues/requests
● Assist with priority requests and client issues
● Facilitate timely, accurate, and efficient process transactions
● Participate in meetings and calls for industry regulatory items
● Participate in team meetings
● Help to maintain client accounts & data
● Help to maintain CRM & associated workflows
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes ...