Hybrid Wealth Client Service Associate

TalentLink Solutions; Cincinnati (OH); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Hybrid schedule after training

Home office equipment allowance

PTO

Paid holidays

Medical, dental, and vision stipend

Job summary

TalentLink Solutions in Cincinnati, OH seeks a Client Service Associate to support meetings, account openings, transfers and paperwork while delivering outstanding client service. You will coordinate follow-up and ensure accuracy across the client experience, working with advisors and a senior client service teammate.

The role favors a proactive, detail-oriented professional with strong communication, organization, and confidentiality.

Qualifications

• Bachelor’s degree highly preferred, or equivalent work experience.
• 2+ years of progressive wealth management experience; other financial services roles with a processing focus are welcome.
• Familiarity with Redtail, eMoney, Wealthscape, Albridge, Envestnet is a plus.
• Excellent interpersonal, written, and verbal communication with a client-first mindset.
• Strong organizational and time-management skills to handle multiple deadlines in a fast-paced environment.
• Ability to maintain confidentiality and adhere to regulatory requirements.

Responsibilities

• Be the first point of contact, greeting clients in-person, by phone, email, video call, etc.
• Research and resolve client inquiries, service requests, and operational issues with timely updates and outstanding experience.
• Prepare and process new account paperwork, transfers, distributions, and other maintenance requests.
• Monitor account transactions from start to finish and follow up to ensure accuracy.
• Maintain accurate client records in our CRM (Redtail).
• Communicate with staff, home office, sponsor companies, and partners to support client service and operations.
• Prepare advisors for client meetings with reports and materials; complete meeting prep tasks.
• Assist with post-meeting follow up and timely completion of action items.

Skills

Communication

Organization

Attention to detail

Proactive

Education

Bachelor’s degree

Tools

Redtail

eMoney

Wealthscape

Albridge

Envestnet

Job description

TalentLink Solutions in Cincinnati, OH seeks a Client Service Associate to support meetings, account openings, transfers and paperwork while delivering outstanding client service. You will coordinate follow-up and ensure accuracy across the client experience, working with advisors and a senior client service teammate.

The role favors a proactive, detail-oriented professional with strong communication, organization, and confidentiality.