(Wealth Management) Client Service Associate

Sanctuary Wealth • Columbus, OH

3d • Onsite

About The Position

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.

Requirements

• 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

Nice To Haves

• 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

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

Benefits

• Competitive base salary of $60,000 - $80,000
• 401(k), with employee contributions available relatively quickly/immediately
• Safe Harbor contribution believed to become available after approximately 12 months of employment
• Health benefits
• paid company holidays
• flexible paid time off philosophy

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed