An award-winning independent wealth management firm built on trust, integrity, and a deep commitment to client relationships is seeking a Client Service Associate (CSA) to join its team in Sylvania, OH. The firm’s mission is simple: to help clients achieve clarity, confidence, and financial freedom through exceptional planning and service. As CSA, you’ll play an integral role in delivering that experience. Working alongside seasoned advisors, you’ll manage day-to-day client requests, ensure accounts are handled with precision, and help drive operational excellence across the team. This role is ideal for someone who is organized, collaborative, and thrives in a fast-paced, client-first environment.

Client Service Associate Responsibilities:

·      Serve as a primary point of contact for client inquiries, providing prompt and professional responses.

·      Support 1–2 advisors by managing account maintenance, documentation, and transaction processing.

·      Open, close, and update client accounts while ensuring compliance with industry regulations.

·      Prepare reports, meeting materials, and financial documentation with exceptional attention to detail.

·      Manage scheduling, correspondence, and communication between clients and advisors.

·      Maintain client records in Salesforce and financial planning systems such as MoneyGuidePro and eMoney.

·      Assist with trade requests, performance reporting, and documentation for financial planning projects.

·      Ensure all operations align with internal policies, custodial requirements, and compliance standards.

·      Collaborate with internal teams to support client onboarding, billing, and portfolio updates.

·      Contribute to a culture of service excellence, teamwork, and accountability.

Client Service Associate Requirements:

·      1 – 3 years of experience in client service, banking, or wealth management role

·      RIA experience preferred

·      Strong organizational and time-management skills with the ability to handle multiple priorities.

·      Excellent written and verbal communication skills.

·      Proficient in Microsoft Office Suite, CRM tools, and financial planning software.

·      High degree of accuracy, discretion, and professionalism.

·      Bachelor’s degree in business, Finance, or related field preferred

·      Empathetic and client-focused with a natural desire to help others preferred

·      Team-oriented, proactive, and resourceful problem-solver preferred

·      Comfortable in a highly collaborative, fast-paced environment preferred

·      Takes initiative and ownership of responsibilities with minimal oversight preferred

Benefits:

·      Comprehensive Medical, Dental, and Vision Insurance

·      401(k) with company match

·      PTO + paid market holidays

·      Flexible and supportive work environment

·      Career growth opportunities based on interest and performance

·      Continuing education and certification reimbursement (

·      Opportunity to work directly with firm partners and advisors at one of the most respected RIAs in the region

Join a team where financial expertise meets human connection, and where your work directly impacts the lives of the clients you serve. Apply today! #LI-KL1