Job Description
Job Description
Locations: Columbus, OH (preferred), Akron, OH (preferred), Mayfield, OH, Bloomington, MN, Houston, TX
Schedule: Contract (potential for extension/conversion) | Eastern / Central Time
We are seeking a highly experienced Client Service Associate (CSA) to support a fast-paced wealth management environment serving ultra-high-net-worth (UHNW) and family office clients. This is a hands-on role requiring strong custodial knowledge (Schwab and/or Fidelity), exceptional attention to detail, and a “white glove” client service mindset.
This individual will act as a key partner to advisors and the broader client service team, helping manage critical operational workflows, client requests, and onboarding efforts.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified can...
Locations: Columbus, OH (preferred), Akron, OH (preferred), Mayfield, OH, Bloomington, MN, Houston, TX
Schedule: Contract (potential for extension/conversion) | Eastern / Central Time
We are seeking a highly experienced Client Service Associate (CSA) to support a fast-paced wealth management environment serving ultra-high-net-worth (UHNW) and family office clients. This is a hands-on role requiring strong custodial knowledge (Schwab and/or Fidelity), exceptional attention to detail, and a “white glove” client service mindset.
This individual will act as a key partner to advisors and the broader client service team, helping manage critical operational workflows, client requests, and onboarding efforts.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified can...