(Wealth Management) Client Service Associate

Sanctuary Wealth Group LLC

Columbus (OH)

On-site

USD 60,000 - 80,000

Full time

4 days ago

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Benefits offered by this job

401(k)

Health benefits

Paid time off

Job summary

Iterhic Wealth Advisors in Columbus, OH is seeking an experienced Client Service Associate to provide high-touch client service, advisor support, and operational coordination for a growing wealth management team.

The role emphasizes proactive client engagement, CRM documentation, and end-to-end service delivery from onboarding to ongoing support, reporting to a Senior Wealth Advisor.

Qualifications

Prior CSA or equivalent wealth management/client service experience.
Strong customer-service mindset with genuine satisfaction in creating a high-touch client experience.
Self-directed, proactive, and able to independently execute established processes without frequent prompting.
Highly organized and detail-oriented, with strong follow-through and comfort getting into the weeds.
Strong written and verbal communication skills with a professional, friendly, and client-focused demeanor.
Ability to prioritize tasks, manage time effectively, and balance multiple client service requests, follow-up items, and deadlines.

Responsibilities

Serve as a professional, responsive point of contact for routine and recurring client service needs.
Provide proactive, high-touch support throughout client requests, including helping clients navigate forms, authorizations, outside institutions, and follow-up steps.
Schedule and coordinate client meetings, annual-review outreach, and recurring client follow-up.
Manage and monitor team/client email communications to help ensure timely and accurate follow-through.
Conduct post-meeting follow-up and help keep client requests, tasks, and next steps organized.
Coordinate client onboarding, account opening, account maintenance, transition paperwork, DocuSign processes, and signee follow-up.
Prepare, review, and submit client forms, custodial paperwork, and service-related documentation for completeness and accuracy.
Track pending items, outstanding documents, client requests, custodial requests, and operational follow-up across workflows.
Maintain accurate client records, files, CRM notes, task updates, meeting documentation, and workflows within Wealthbox and firm systems.
Follow firm policies, compliance expectations, and documentation standards when handling client information and account activity.
Help keep client records, service processes, and reporting clean, organized, and well documented.
Partner with advisors, operations team members, and client service team members to support client meetings, service requests, and day-to-day practice needs.
Prepare client meeting materials, agendas, reports, forms, account documents, and follow-up items as needed.
Update client information in CRM, custodial platforms, document management systems, ticketing tools, and internal tracking resources.
Assist with advisor calendar management, scheduling, inbox organization, task tracking, meeting follow-through, and documentation collection.
Assist in the compliance approval process for marketing materials and firm-hosted events.
Participate in special projects, team initiatives, process improvements, and other administrative or operations tasks as assigned.

Skills

Customer service

Self-directed

Highly organized

Communication skills

Time management

CRM maintenance

Tools

Wealthbox

Schwab Advisor Center

DocuSign

Calendly

Microsoft Office

Job description

Description

(Wealth Management) Client Service Associate

Location: Columbus, OH (In-office, Mon-Fri)
Pay Range: $60,000 - $80,000

Type: Full-Time, In Person

Firm: Iterhic Wealth Advisors

Reporting To: Senior Wealth Advisor

Join Our Team at Iterhic Wealth Advisors - Iterhic Wealth Advisors is a Columbus-based wealth management firm serving business owners, corporate executives, and families with a comprehensive, planning-driven approach. The team aims to act as a trusted long-term financial partner, helping clients navigate financial complexity with integrity, persistence, and thoughtful service.

Position Overview – Iterhic Wealth Advisors is seeking an experienced Client Service Associate to provide high-touch client service, advisor support, and operational coordination for a growing wealth management team. This role is designed for someone who enjoys being the person responsible for keeping clients, advisors, workflows, documentation, and follow-up organized, accurate, and moving forward.

The ideal candidate will bring prior CSA, Client Associate, Client Service Associate, Client Experience, or comparable wealth management experience and will naturally embrace a proactive, hands-on service philosophy. This person should enjoy getting into the details, maintaining clean CRM documentation, independently executing established processes, and creating a seamless client experience by helping clients navigate service needs from start to finish.

Your Role & Responsibilities

You will provide high-touch client service, advisor support, and operational coordination for a wealth management practice, including but not limited to:

Client Service & Relationship Support

Serve as a professional, responsive point of contact for routine and recurring client service needs
Provide proactive, high-touch support throughout client requests, including helping clients navigate forms, authorizations, outside institutions, and follow-up steps
Schedule and coordinate client meetings, annual-review outreach, and recurring client follow-up
Manage and monitor team/client email communications to help ensure timely and accurate follow-through
Conduct post-meeting follow-up and help keep client requests, tasks, and next steps organized

Account Maintenance & Operational Coordination

Coordinate client onboarding, account opening, account maintenance, transition paperwork, DocuSign processes, and signee follow-up
Prepare, review, and submit client forms, custodial paperwork, and service-related documentation for completeness and accuracy
Track pending items, outstanding documents, client requests, custodial requests, and operational follow-up across workflows
Maintain accurate client records, files, CRM notes, task updates, meeting documentation, and workflows within Wealthbox and firm systems
Follow firm policies, compliance expectations, and documentation standards when handling client information and account activity
Help keep client records, service processes, and reporting clean, organized, and well documented

Advisor & Practice Support

Partner with advisors, operations team members, and client service team members to support client meetings, service requests, and day-to-day practice needs
Prepare client meeting materials, agendas, reports, forms, account documents, and follow-up items as needed
Update client information in CRM, custodial platforms, document management systems, ticketing tools, and internal tracking resources
Assist with advisor calendar management, scheduling, inbox organization, task tracking, meeting follow-through, and documentation collection
Assist in the compliance approval process for marketing materials and firm-hosted events
Participate in special projects, team initiatives, process improvements, and other administrative or operations tasks as assigned

Requirements

What We’re Looking For

Required Qualifications

Prior CSA, Client Associate, Client Service Associate, Client Experience, or comparable wealth management/client service experience strongly preferred
Strong customer-service mindset with genuine satisfaction in creating a high-touch client experience
Self-directed, proactive, and able to independently execute established processes without frequent prompting
Highly organized and detail-oriented, with strong follow-through and comfort getting into the weeds
Strong written and verbal communication skills with a professional, friendly, and client-focused demeanor
Ability to prioritize tasks, manage time effectively, and balance multiple client service requests, follow-up items, and deadlines
Comfortable maintaining detailed CRM documentation, tasks, notes, client records, and workflows
Proficiency with Microsoft Office, DocuSign, shared calendars, digital files, CRM updates, and general office technology

Preferred Qualifications

Prior experience with Charles Schwab, Schwab Advisor Center, and related custodial workflows/processes
Familiarity with Wealthbox or another wealth management CRM system
Prior experience in a wirehouse, bank wealth management platform, RIA, or similar wealth management environment
Industry and compliance knowledge preferred
Existing securities licenses are welcome but are not required for the position
Degree preferred but not required; no college degree is required for consideration

Why Join Iterhic Wealth Advisors?

Competitive base salary of $60,000 - $80,000, with compensation flexibility based on experience, Schwab knowledge, licenses, education, and ability to step into the role with limited training
401(k), with employee contributions available relatively quickly/immediately
Safe Harbor contribution believed to become available after approximately 12 months of employment; exact eligibility should be confirmed before external publication
Health benefits + paid company holidays, and a flexible paid time off philosophy
Small, intimate team environment with established and documented internal processes
Opportunity to take meaningful ownership of the client experience within a high-touch service culture

Programs Utilized in This Role