Wealth Management CSA — In-Office Support
Sanctuary Wealth
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 #J-18808-Ljbffr Sanctuary Wealth
Vacancy posted 5 days ago
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