Client Services Associate

Sentinel Wealth Partners; Cincinnati (OH); On-site; USD 52,000 - 65,000; Full time

Job summary

Sentinel Wealth Partners in Cincinnati, OH is seeking a detail-oriented Client Service Associate to support clients and advisors and to uphold a high-touch, professional client experience in every interaction.

This onsite, full-time role manages account openings, transfers, schedules client meetings, maintains CRM records, coordinates with custodians and internal teams, and supports advisory projects while you nurture lasting client relationships.

Qualifications

• 3+ years of experience in wealth management, financial services, banking or related environment.
• Proficiency with Microsoft Office.
• Strong organizational and communication skills.

Responsibilities

• Serve as a primary point of contact for client service inquiries and requests.
• Deliver a responsive, professional client experience.
• Process account openings, maintenance, transfers, and money movement requests.
• Schedule client meetings and prepare meeting materials.
• Maintain CRM and client records.
• Coordinate with custodians and internal teams.
• Support advisors and special projects.

Skills

Wealth management experience

Organizational and communication

Attention to detail

Education

Experience in financial services industry

Tools

Microsoft Office

Salesforce CRM (preferred)

Job description

Sentinel Wealth Partners is an independent wealth management firm and Virtual Family Office dedicated to helping entrepreneurs, executives, business owners, and multi-generational families navigate financial complexity with clarity and confidence. Through a comprehensive and coordinated approach, we help clients align their wealth with what matters most.

Position Overview

We are seeking a highly motivated, detail-oriented Client Service Associate who shares our commitment to professionalism and excellence, has a strong interest in becoming a part of our collaborative work environment and is eager to contribute to our continued growth and success.

This role supports clients and advisors while ensuring a seamless and high-touch client experience and is ideal for someone who enjoys building relationships and managing details.

This full is an onsite, full-time position.

Key Responsibilities

• Serve as a primary point of contact for client service inquiries and requests.
• Deliver a responsive, professional client experience.
• Process account openings, maintenance, transfers, and money movement requests.
• Schedule client meetings and prepare meeting materials.
• Maintain CRM and client records.
• Coordinate with custodians and internal teams.
• Support advisors and special projects.

Required Qualifications

• 3+ years of experience in wealth management, financial services, banking or related environment.
• Proficiency with Microsoft Office.
• Strong organizational and communication skills.

Preferred Skills

• Salesforce CRM knowledge
• Familiarity with Schwab, Fidelity, or Goldman Sachs custody platforms.