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Description
(Wealth Management) Client Service Associate
Location: Columbus, OH (In-office, Mon-Fri)
Pay Range: $60,000 - $80,000
Type: Full-Time, In Person
Firm: Iterhic Wealth Advisors
Reporting To: Senior Wealth Advisor
Join Our Team at Iterhic Wealth Advisors - Iterhic Wealth Advisors is a Columbus-based wealth management firm serving business owners, corporate executives, and families with a comprehensive, planning-driven approach. The team aims to act as a trusted long-term financial partner, helping clients navigate financial complexity with integrity, persistence, and thoughtful service.
Position Overview - 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.
Your Role & Responsibilities
You will provide high-touch client service, advisor support, and operational coordination for a wealth management practice, including but not limited to:
Client Service & Relationship Support
- 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
Account Maintenance & Operational Coordination
- 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
Advisor & Practice Support
- 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
Requirements
What We're Looking For
Required Qualifications
- 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
Preferred Qualifications
- 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
Why Join Iterhic Wealth Advisors?
- Competitive base salary of $60,000 - $80,000, with compensation flexibility based on experience, Schwab knowledge, licenses, education, and ability to step into the role with limited training
- 401(k), with employee contributions available relatively quickly/immediately
- Safe Harbor contribution believed to become available after approximately 12 months of employment; exact eligibility should be confirmed before external publication
- Health benefits + paid company holidays, and a flexible paid time off philosophy
- Small, intimate team environment with established and documented internal processes
- Opportunity to take meaningful ownership of the client experience within a high-touch service culture
Programs Utilized in This Role
- Wealthbox digital CRM
- Calendly
- Microsoft Office
- Schwab Advisor Center
- DocuSign