Client Services Associate - Cincinnati, OH
summit financialHamilton (OH)
Client Services Associate - Cincinnati, OH
Posted 2 days ago
summit financialHamilton (OH)
SENIORITY
Mid
About the role
Company Overview:
Sentinel Wealth Partners is an independent wealth management firm and Virtual Family Office dedicated to helping entrepreneurs, executives, business owners, and multi-generational families navigate financial complexity with clarity and confidence. Through a comprehensive and coordinated approach, we help clients align their wealth with what matters most.
Position Overview:
We are seeking a highly motivated, detail-oriented Client Service Associate who shares our commitment to professionalism and excellence, has a strong interest in becoming a part of our collaborative work environment and is eager to contribute to our continued growth and success. This role supports clients and advisors while ensuring a seamless and high-touch client experience and is ideal for someone who enjoys building relationships and managing details. This is a full-time position onsite.
Key Responsibilities:
Serve as a primary point of contact for client service inquiries and requests.
Deliver a responsive, professional client experience.
Process account openings, maintenance, transfers, and money movement requests.
Schedule client meetings and prepare meeting materials.
Maintain CRM and client records.
Coordinate with custodians and internal teams.
Support advisors and special projects.
Required Qualifications:
3+ years of experience in wealth management, financial services, banking or related environment.
Proficiency with Microsoft Office.
Strong organizational and communication skills.
Preferred Skills:
Salesforce CRM knowledge Familiarity with Schwab, Fidelity, or Goldman Sachs custody platforms.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.