Wealth Client Services Associate | Hybrid + PTO & Benefits

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

Benefits offered by this job

Hybrid work schedule

Home office equipment allowance

PTO

Paid holidays

Medical, dental, and vision insurance

Bonus potential

Job summary

TalentLink Solutions is seeking a Client Service Associate to support wealth management advisors and deliver exceptional client service. You’ll handle meetings, account paperwork, and ongoing client follow-up in a collaborative, growth‑oriented team environment.

The role emphasizes proactive problem solving, strong organization, and client‑first communication. Hybrid schedule, PTO, holidays, and a stipend for medical plans are part of the package.

Qualifications

• Bachelor’s degree highly preferred or equivalent work experience.
• 2+ years of progressive experience in wealth management or similar financial services roles.
• Familiarity with wealth management software such as Redtail, eMoney, Wealthscape, Albridge, Envestnet is a plus.
• Exceptional interpersonal, written and verbal communication with a client-first mindset.
• Strong organizational skills and ability to multitask in a fast paced environment.
• Demonstrated attention to detail and initiative in process improvement.

Responsibilities

• Be the first point of contact and greet clients in multiple channels.
• Research and resolve client inquiries and service requests with timely updates.
• Prepare and process new account paperwork, transfers, and other maintenance tasks.
• Monitor transactions from start to finish and ensure accuracy.
• Maintain client records in the CRM (Redtail).
• Coordinate with staff, home office and sponsor companies to support client service needs.
• Prepare advisors for client meetings with reports and materials.
• Assist with calendar management, travel coordination, and admin tasks as needed.
• Coordinate client appreciation events and firm initiatives.
• Track CE requirements and identify process improvements.

Skills

Interpersonal skills

Written communication

Verbal communication

Client-first mindset

Organizational skills

Attention to detail

Proactive problem solving

Education

Bachelor’s degree

Equivalent work experience

Tools

Redtail

eMoney

Wealthscape

Albridge

Envestnet

Job description

TalentLink Solutions is seeking a Client Service Associate to support wealth management advisors and deliver exceptional client service. You’ll handle meetings, account paperwork, and ongoing client follow-up in a collaborative, growth‑oriented team environment.

The role emphasizes proactive problem solving, strong organization, and client‑first communication. Hybrid schedule, PTO, holidays, and a stipend for medical plans are part of the package.