Wealth Management Client Services Associate - Temp-to-Direct

Talentify; Athens (OH); On-site; USD 23,000 - 30,000; Full time

Job summary

Talentify is seeking a Client Service Associate to deliver exceptional support to clients and financial advisors. You will manage service requests, assist with onboarding, and ensure accurate records across CRM and operations.

The role emphasizes organization, communication, and discretion, with a Monday–Friday schedule and a pay range that reflects experience in professional financial services.

Qualifications

• 2+ years of experience in client service, administration, banking, financial services, or a professional office environment.
• Experience in wealth management, financial planning, banking, insurance, or investment services preferred.
• Proficiency with Microsoft Office Suite and CRM systems.
• Associate's or Bachelor's degree preferred.

Responsibilities

• Assist with new client onboarding and account opening processes.
• Process account paperwork, transfers, beneficiary updates, distributions, and other service requests.
• Coordinate client communications and follow-up activities.
• Maintain accurate client records and documentation within CRM and operational systems.
• Ensure all client requests are handled accurately and promptly.

Skills

Organizational skills

Communication

Attention to detail

Discretion

Education

Associate degree

Bachelor's degree

Tools

Microsoft Office Suite

CRM systems

Job description

Talentify is seeking a Client Service Associate to deliver exceptional support to clients and financial advisors. You will manage service requests, assist with onboarding, and ensure accurate records across CRM and operations.

The role emphasizes organization, communication, and discretion, with a Monday–Friday schedule and a pay range that reflects experience in professional financial services.