Client Service Associate

Windward Recruiting; Columbus (OH); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Retirement plan with matching

Generous PTO & paid holidays

Work-life balance

Job summary

Capital Asset Management in Columbus, OH is seeking a Client Service Associate to support a dedicated financial planning team and provide exceptional client service. You will help with account openings, onboarding, and ongoing client touches, while ensuring data integrity across portals.

Join a small, cohesive firm that values work-life balance, with a Monday–Friday schedule, group medical insurance, retirement plan with matching contributions, generous PTO and holidays, and a collaborative

Qualifications

• At least 2 years of financial services experience.
• Strong organization and attention to detail.
• Ability to prioritize tasks and meet deadlines.

Responsibilities

• Assist clients with account openings, transfers, deposits, and withdrawals
• Lead new client onboarding process
• Audit clients’ portals for broken links and missing data
• Track and confirm year-end RMDs and IRA contributions
• Coordinate proactive client touchpoints
• Compile and organize tax documents and client return preparation
• Schedule client meetings and manage the firm’s calendar
• Maintain our CRM, ensuring meeting notes and docs are stored accurately
• Act as the primary point person for our custodians: Schwab and Fidelity

Skills

Client service

Communication

Organization

Attention to detail

Time management

Problem-solving

Team collaboration

Independence

Tools

CRM software

Financial portals

Job description

Capital Asset Management is a wealth management firm in Columbus, OH and we are seeking a Client Service Associate to join our team.

We are seeking a Client Service Associate to assist in providing excellent service to our clients. If you want to join a Financial Planning Team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at capitalassetmgmt.com

Compensation: Salary range of $65K-80K, commensurate with relevant experience

Great Work/Life Balance with a Monday-Friday Schedule Group Medical insurance Retirement plan with matching contributions Generous PTO Policy & Paid Holidays Small, cohesive team environment

Responsibilities:

• Assist clients with account openings, transfers, deposits, and withdrawals
• Lead new client onboarding process
• Audit clients’ portals for broken links and missing data
• Track and confirm year-end RMDs and IRA contributions
• Coordinate proactive client touchpoints
• Compile and organize tax docs and client return preparation
• Schedule client meetings and manage the firm’s calendar
• Maintain our CRM, ensuring meeting notes and docs are stored accurately
• Act as the primary point person for our custodians: Schwab and Fidelity

Requirements:

• 2 years of financial services experience
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Organization skills & attention to detail
• Ability to anticipate client and advisor needs
• Ability to work independently while prioritizing projects and managing your time – we do not micromanage
• Ability to learn and implement new technology and software
• Ability to communicate well and work in a collaborative environment
• Ability to follow office processes and policies related to office operations & client privacy

We are an Equal Opportunity Employer.