C.H. Dean Is Hiring!

on February 16, 2018

C.H. Dean, LLC is a highly successful boutique Wealth Management firm that is focused on helping our clients navigate the complexities in their lives, whether they be financial or otherwise, with clarity, certainty and confidence.  We have a broad range of solutions and high-quality services to offer our clients.  Be part of our growing and prosperous business that values a collaborative team-based approach.

  • – Growing and reputable Wealth Management firm
  • – Beavercreek location
  • – Friendly and collaborative workplace

The Role

The Client Service Administrator (CSA) is primarily responsible for client administration as well as providing a broad range of support to the Principal Advisors, Senior Advisors, and Associate Advisors (with whom the CSA principally interacts), in the provision of advice and the high-quality ongoing service to prospective, new and existing clients.  The CSA plays a key role in contributing to and enhancing the overall client experience.

Duties and Responsibilities

The CSA is primarily responsible for:

  • – All areas of client service, administration and implementation
  • – Responding to client inquiries within an agreed time frame and in adherence with quality and compliance standards
  • Being the first point of contact for clients and various third parties
  • Assist Associate, Senior, and Principal Advisors in the preparation of straightforward Statements of Advice (SOA’s) as well as the preparation of necessary documentations required for implementation
  • Maintaining client records (physical and electronic) in an orderly and comprehensive manner
  • Maintaining and enhancing Client Relationship Management’s systems and software
  • Preparing various portfolio and client reports
  • Collating relevant research and source information as requested by our Advisors
  • Conducting general office administration including management and coordination of calendars, stationary ordering, and mailbox collection/drop-off

Skills and Experience

  • Minimum two years of experience gained in the Wealth Management industry in a support/administration role A MUST
  • Demonstrated knowledge of financial concepts and structures
  • Excellent communication (verbal and written) skills
  • Accurate and efficient word processing skills
  • Must be proficient with Microsoft Office suite of products
  • Knowledge of Advent Suite of Products a plus

 Personal Attributes

  • Ability to work effectively and collaboratively in a team
  • Possess a positive attitude and pleasant demeanor
  • Hard-working and committed to the role and the organization
  • Desire to provide quality client service and support
  • Meticulous and highly attentive to detail
  • High level of integrity and regard for confidentiality
  • Professional presentation
  • Proven track record of accountability and exceptional follow-up skills


If you believe you meet the criteria and align with the values of the firm, please forward your expression of interest in this opportunity by sending your cover letter and resume to Pam Miller at pjm@chdean.com.


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