Senior Wealth Management Client Services Specialist

Vaco by Highspring; Columbus (OH); On-site; USD 60,000 - 85,000; Full time

Job summary

Vaco by Highspring in Columbus, OH, is seeking a Client Service & Operations Specialist to act as the primary contact for clients, handling service via phone, email, and in person, and to manage investment paperwork through completion.

The role emphasizes wealth-management experience, strict confidentiality, and white-glove service, with opportunities to improve workflows and support advisors during meetings.

Qualifications

• 5+ years in wealth management and financial advisory experience.

Responsibilities

• Serve as a primary point of contact for clients via phone, email, and in person.
• Prepare, process, submit, and follow up on investment and account paperwork.
• Coordinate account maintenance, transfers, and other client service needs.
• Maintain accurate client and financial planning information in firm systems and documentation.

Skills

Wealth management

Client service

Regulatory compliance

Financial paperwork

Relationship management

Education

Bachelor's Degree - Finance/Accounting/Business

Series 6 License

Ohio Life & Health License

Series 7 (Nice-to-Have)

Job description

Vaco by Highspring in Columbus, OH, is seeking a Client Service & Operations Specialist to act as the primary contact for clients, handling service via phone, email, and in person, and to manage investment paperwork through completion.

The role emphasizes wealth-management experience, strict confidentiality, and white-glove service, with opportunities to improve workflows and support advisors during meetings.