Wealth Management Client Experience Specialist

Sentinel Wealth Partners; Cincinnati (OH); On-site; USD 52,000 - 65,000; Full time

Job summary

Sentinel Wealth Partners in Cincinnati, OH is seeking a detail-oriented Client Service Associate to support clients and advisors and to uphold a high-touch, professional client experience in every interaction.

This onsite, full-time role manages account openings, transfers, schedules client meetings, maintains CRM records, coordinates with custodians and internal teams, and supports advisory projects while you nurture lasting client relationships.

Qualifications

• 3+ years of experience in wealth management, financial services, banking or related environment.
• Proficiency with Microsoft Office.
• Strong organizational and communication skills.

Responsibilities

• 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.

Skills

Wealth management experience

Organizational and communication

Attention to detail

Education

Experience in financial services industry

Tools

Microsoft Office

Salesforce CRM (preferred)

Job description

Sentinel Wealth Partners in Cincinnati, OH is seeking a detail-oriented Client Service Associate to support clients and advisors and to uphold a high-touch, professional client experience in every interaction.

This onsite, full-time role manages account openings, transfers, schedules client meetings, maintains CRM records, coordinates with custodians and internal teams, and supports advisory projects while you nurture lasting client relationships.