Wealth Management CSA — In-Office Support

Sanctuary Wealth; Columbus (OH); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

401(k)

Health benefits

Paid holidays

Paid time off

Job summary

Iterhic Wealth Advisors in Columbus, OH is seeking an experienced Client Service Associate to deliver high-touch client service, support advisors, and coordinate operations for a growing wealth management team. The role emphasizes proactive service, meticulous CRM documentation, and smooth client experience from start to finish.

The ideal candidate has CSA or similar wealth management experience, a strong customer-service mindset, and comfort working with established processes in a fast-paced

Qualifications

• Prior CSA or wealth management client service experience strongly preferred.
• Strong customer-service mindset with genuine wish to deliver high-touch client experience.
• Self-directed, proactive, and able to independently execute established processes.
• Highly organized and detail-oriented, with strong follow-through.

Responsibilities

• Provide high-touch client service and advisor support for the wealth management practice.
• Coordinate client onboarding, account openings, and related paperwork with accuracy.
• Maintain CRM records, tasks, notes, and workflows across systems.
• Prepare meeting materials, agendas, and follow-up items for client meetings.
• Support advisor calendar management and documentation collection.
• Assist in the compliance approval process for marketing materials and firm events.

Skills

CSA experience

Customer service

Org & follow-through

Communication

CRM documentation

Microsoft Office

DocuSign

Time management

Wealth management support

Education

Bachelor's degree preferred

Tools

Wealthbox CRM

Schwab Advisor Center

DocuSign

Calendly

Microsoft Office

Job description

Iterhic Wealth Advisors in Columbus, OH is seeking an experienced Client Service Associate to deliver high-touch client service, support advisors, and coordinate operations for a growing wealth management team. The role emphasizes proactive service, meticulous CRM documentation, and smooth client experience from start to finish.

The ideal candidate has CSA or similar wealth management experience, a strong customer-service mindset, and comfort working with established processes in a fast-paced