Wealth Management: Client Service Associate

H Cap Connect, LLC; Pepper Pike (OH); On-site; USD 42,000 - 60,000; Full time

Job summary

H Cap Connect, LLC is seeking a Client Service Associate in Pepper Pike, Ohio for a full-time, in-office role. You will support clients with timely, accurate service and work closely with advisors to ensure a seamless client experience.

The role emphasizes organization, attention to detail, and the ability to learn financial terminology while collaborating with the team to move requests to completion.

Qualifications

• Must have a client service mindset.
• Excellent organization and ability to manage multiple requests and priorities.
• Comfortable learning financial terminology and processes.

Responsibilities

• Serve as a primary point of contact for routine client service needs.
• Assist clients with account-related questions and requests.
• Prepare and process new account paperwork.
• Facilitate money movement, deposits, distributions, and other account transactions.
• Maintain accurate and complete client and account information.
• Coordinate paperwork and follow up on outstanding items.
• Work with custodians and other outside partners to resolve client service issues.
• Prepare materials and information for client meetings.
• Track requests through completion and maintain organized client files.

Skills

Client service mindset

Strong communication

Highly organized

Detail-oriented

Team player

Tools

CRM systems

Job description

H Cap Connect, LLC is seeking a Client Service Associate in Pepper Pike, Ohio for a full-time, in-office role. You will support clients with timely, accurate service and work closely with advisors to ensure a seamless client experience.

The role emphasizes organization, attention to detail, and the ability to learn financial terminology while collaborating with the team to move requests to completion.