Demo

Client Service Advisor

Benchmark Wealth Management
Cincinnati, OH Full Time
POSTED ON 3/14/2025
AVAILABLE BEFORE 4/12/2025

Client Service Advisor

Role Summary

We are seeking a highly motivated and detail-oriented Client Service Advisor to join our team. As a Client Service Advisor, you will play a critical role in ensuring our clients receive the highest level of service and support. You will work closely with our team of advisors to provide administrative and operational support, optimize the use of technology and systems while maintaining strong client relationships.

Our company:


Benchmark Wealth Management is a boutique wealth management firm located in Cincinnati, OH. We are a growing RIA with clients primarily located in the Midwest and Southeast. As a private advisory firm, we focus on providing comprehensive wealth management services to affluent individuals and families. To learn more about Benchmark Wealth Management, please go to our website at www.benchmark-wealth.com  


Essential Functions:


Provide exceptional client experience in person, over the phone, and via written communication.

Maintain CRM systems and optimize operational workflows for greater efficiency

Prepare and review all new account paperwork to ensure documents are complete and in good order.

Resolve client service issues and manage problem resolution.

Provide operational support to advisors, enhancing overall client service

Assist in document management, reporting, and internal process optimizations

Streamline and document operational procedures to enhance firm-wide efficiency

Support client onboarding and financial planning processes

Serve as the point of contact for Client needs, such as account changes, money movement requests, deposits, or other similarly related service requests.

Work directly with Benchmark’s custodial partners and our servicing teams and become knowledgeable and proficient on their processes and forms.

Support overall marketing efforts including event management, community involvement events, and board participation.

Prepare agendas, reports, and analyses for client meetings.


Qualifications

Bachelor’s degree in business, finance, or a related field preferred

Meticulous attention to detail with the ability to manage multiple tasks simultaneously

Quick to learn new systems and technologies

Excellent written and verbal communication skills

Ability to work effectively in a fast-paced, dynamic environment

Discretion in handling confidential and sensitive information

Prior experience in financial services, operations, or compliance strongly preferred

Expertise in managing workflows, process improvements, and technology systems


Why Join Us?

  • Flexible Role: We will tailor responsibilities to match your experience and long-term career goals
  • Growth Opportunities: Gain exposure to multiple facets of wealth management
  • Collaborative Team: Be part of a professional, supportive, and mission-driven organization
  • Competitive Compensation: Attractive salary commensurate with experience, plus a comprehensive benefits package

  • This is a full-time position, Monday to Friday, 8:30 AM - 5 PM. Responsibilities and compensation will be adjusted based on experience.

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