Wealth Management CSA — In-Office Support
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-08-29
Listing for:
Sanctuary Wealth
Full Time
position Listed on 2026-08-29
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Iterhic Wealth Advisors in Columbus, OH is seeking an experienced Client Service Associate to deliver high-touch client service, support advisors, and coordinate operations for a growing wealth management team. The role emphasizes proactive service, meticulous CRM documentation, and smooth client experience from start to finish.
The ideal candidate has CSA or similar wealth management experience, a strong customer-service mindset, and comfort working with established processes in a fast-paced
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