Client Service Advisor

WHO ARE WE LOOKING FOR?

A dynamic professional with a passion for building authentic relationships, solving problems, and elevating the client experience. You thrive in a fast-paced, detail-driven environment and are energized by helping others and being an integral part of a growing team. As a Client Service Advisor (CSA), you’ll be at the heart of our client relationships and the initial contact point at the firm—ensuring each touchpoint is thoughtful and seamless.

Your ability to manage operational tasks with precision, drive initiatives and projects, communicate clearly, and support the advisory team will enhance our ability to deliver comprehensive wealth management to clients. If you're eager to meaningfully contribute to helping clients secure their financial future and build a brand that impacts the communities we serve, we would love to meet you.

POSITION: Client Service Advisor

LOCATION: Cincinnati, OH

STATUS: Full-time | Monday – Friday, 8:30 AM – 5:00 PM

COMPENSATION RANGE: Commensurate with background, credentials, and experience

WHO ARE WE?

Benchmark Wealth Management is a boutique Registered Investment Advisor (RIA) firm based in Cincinnati, OH, proudly serving high-net-worth and ultra-high-net-worth individuals and families across the Midwest and Florida. We combine deep financial expertise with a personal approach, helping clients navigate life’s complexities with clarity and confidence.

Rooted in values like trust, accountability, service, and stewardship, we strive to create an environment where both clients and team members thrive. Learn more at www.benchmark-wealth.com.

WHAT YOU'LL DO

Client Experience & Operational Excellence (50%)

• Serve as the primary point of contact for clients and prospective clients while representing the firm in a first-class manner
• Determine and take ownership of the appropriate processes, resources, and timeline needed to satisfy client needs or requests
• Execute money movements and transfers at the direction of the client or advisory team
• Provide exceptional client experience in person, over the phone, and via written communication
• Assist clients with custodial onboarding, financial planning data gathering, and introduction to our client portal/planning dashboard
• Prepare and review all custodial account paperwork to ensure digital envelopes, e-authorizations, and paperwork are complete and in good order
• Resolve service requests and troubleshoot issues with custodians and other external partners
• Coordinate and prepare materials for client meetings with the advisory team, as well as pre-calls and post-calls
• Effectively collaborate and work with external partners such as CPAs, estate planning attorneys, bankers, insurance agents and others to securely share information and drive shared initiatives

Advisor Support & Workflow Management (30%)

• Support the advisor team with day-to-day operational tasks, sales support, and project coordination
• Create social media posts and videos, manage email marketing campaigns, and participate in brainstorming of content creation
• Maintain and optimize Client Relationship Management (CRM) system as and complete firm workflows to ensure efficiency and accuracy
• Manage client service standards and service calendar for meetings, deliverables, and action items throughout the calendar year
• Manage and streamline firm-wide operations, record keeping, and client files

Firm Growth & Culture (20%)

• Support community engagement, client events, and marketing initiatives
• Contribute to a collaborative and mission-driven culture by living out our core values in everyday interactions
• Engage in training, continuing education, and mentorship opportunities to grow your expertise and develop new skills

QUALIFICATION REQUIREMENTS

• Bachelor's degree in business, finance, or a related field preferred
• Prior experience in financial services, marketing, or operations is preferred
• Strong attention to detail and the ability to execute on multiple tasks and projects
• Excellent written and verbal communication skills
• Fast learner with an aptitude for systems and technology
• Discretion in handling sensitive client information
• A mindset of ownership, professionalism, and team-first collaboration

WHY JOIN US?

• Client-First Mission – Help deliver meaningful financial advice and build lifelong relationships with our clients and the next-generations
• Growth-Oriented Culture – Gain exposure to multiple facets of a growing wealth management firm
• Team Environment – Join a supportive, collaborative group that values integrity, innovation and service to others
• Benefits Package – Competitive salary medical, dental, vision, 401(k), paid time off
• Flexibility & Opportunity – Role responsibilities tailored to your strengths and long-term career goals