Wealth Client Services Associate - Hybrid + Generous PTO

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

Benefits offered by this job

Hybrid work schedule

Home office equipment allowance

Generous PTO

Paid holidays

Medical, dental, and vision insurance

Job summary

TalentLink Solutions seeks a Client Service Associate to support advisors and maintain smooth firm operations. You will assist with account paperwork, client inquiries, and CRM maintenance, ensuring precision and timely responses in a collaborative setting.

The role emphasizes proactive problem-solving, excellent communication, and a client-first mindset, with a hybrid work schedule after training and a comprehensive benefits package.

Qualifications

• Bachelor’s degree highly preferred, or equivalent work experience.
• 2+ years in wealth management or related financial services.
• Experience with Redtail, eMoney, Wealthscape, or similar software is a plus.
• Excellent client-facing communication and strong organization.

Responsibilities

• Greet clients in person or remotely and ensure a warm, professional experience.
• Prepare and process account paperwork, transfers, and maintenance requests.
• Maintain accurate client records in the CRM and ensure data integrity.
• Coordinate with advisors and third parties to support client service.
• Prepare advisors for meetings with reports and materials.
• Assist with calendar management, scheduling, and travel as needed.
• Support client appreciation events and firm initiatives.
• Identify process improvements to boost efficiency.

Skills

Client service

Communication

Organization

Attention to detail

Team collaboration

Proactive

Education

Bachelor’s degree

Tools

Redtail CRM

eMoney

Wealthscape

Albridge

Envestnet

Job description

TalentLink Solutions seeks a Client Service Associate to support advisors and maintain smooth firm operations. You will assist with account paperwork, client inquiries, and CRM maintenance, ensuring precision and timely responses in a collaborative setting.

The role emphasizes proactive problem-solving, excellent communication, and a client-first mindset, with a hybrid work schedule after training and a comprehensive benefits package.