Hiring: Client Services Associate Company: Sentinel Wealth Partners Location: Cincinnati, OH Job Posted Time: 2026-09-11 12:33:46 Employment Type: Full-time Target Skills & Keywords : Microsoft Office, Salesforce, Wealth Management About the job Experience: •3+ years of experience in wealth management, financial services, banking or related environment. Required Skills: •We are seeking a highly motivated, detail-oriented •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 full is an onsite, full-time position. •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. Qualifications: •Strong organizational and communication skills. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!