(Wealth Management) Client Service Associate

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