Wealth Management Client Service Associate

The Strategic Implementer; Columbus (OH); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Group Medical insurance

Retirement plan with matching

Generous PTO & paid holidays

Mon-Fri schedule

Job summary

Capital Asset Management in Columbus, OH is seeking a Client Service Associate to join our wealth management team. You will assist in providing excellent service to our clients, lead new client onboarding, and coordinate proactive client touchpoints.

Responsibilities include account openings, deposits, withdrawals, auditing portals, tracking year-end RMDs and IRA contributions, scheduling meetings, maintaining the CRM, and serving as the primary contact for custodians Schwab and Fidelity.

Qualifications

• 2 years of financial services experience.
• Ability to prioritize tasks, problem-solve, and meet deadlines.
• Organization skills & attention to detail.
• Ability to anticipate client and advisor needs.
• Ability to work independently while prioritizing projects and managing your time.

Responsibilities

• Assist clients with account openings, transfers, deposits, and withdrawals.
• Lead new client onboarding process.
• Audit clients' portals for broken links and missing data.
• Track and confirm year-end RMDs and IRA contributions.
• Coordinate proactive client touchpoints.
• Compile and organize tax docs and client return preparation.
• Schedule client meetings and manage the firm's calendar.
• Maintain our CRM, ensuring meeting notes and docs are stored accurately.
• Act as the primary point person for custodians: Schwab and Fidelity.

Skills

Prioritization & deadlines

Organization & detail orientation

Learn new technology

Communication skills

Independent work

Tools

CRM

Custodians: Schwab

Custodians: Fidelity

Job description

Capital Asset Management in Columbus, OH is seeking a Client Service Associate to join our wealth management team. You will assist in providing excellent service to our clients, lead new client onboarding, and coordinate proactive client touchpoints.

Responsibilities include account openings, deposits, withdrawals, auditing portals, tracking year-end RMDs and IRA contributions, scheduling meetings, maintaining the CRM, and serving as the primary contact for custodians Schwab and Fidelity.