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.
Client Services Associate - Cincinnati, OH in Cincinnati at Summit Financial
This position is listed as full time and onsite. It was posted yesterday.