Client Services Associate - Cincinnati, OH

Summit Financial; Cincinnati (OH); On-site; USD 55,000 - 75,000; Full time

Job summary

Sentinel Wealth Partners is seeking a dedicated Client Service Associate to join our on-site team in Cincinnati. You will be the first point of contact for clients, ensuring a seamless, high-touch experience and supporting advisors with day-to-day operations.

Ideal candidates have 3+ years in wealth management or financial services, excellent organizational and communication skills, and proficiency with Microsoft Office.

Qualifications

• 3+ years of experience in wealth management, financial services, banking or related environment.
• Proficiency with Microsoft Office.
• Strong organizational and communication skills.
• Salesforce CRM knowledge.
• Familiarity with Schwab, Fidelity, or Goldman Sachs custody platforms.

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

3+ years of experience

Microsoft Office

Strong organizational skills

Strong communication skills

Salesforce CRM knowledge

Tools

Salesforce CRM

Custody platform familiarity

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 is a full-time position onsite.

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.