Onsite Wealth Client Experience Specialist

Summit Financial; Cincinnati (OH); Vor Ort; USD 55.000 - 75.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

3+ years of experience

Microsoft Office

Strong organizational skills

Strong communication skills

Salesforce CRM knowledge

Tools

Salesforce CRM

Custody platform familiarity

Jobbeschreibung

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.