Wealth Management Client Associate

3 days ago

Cleveland, Ohio, United States Sanctuary Wealth Full time $60,000 - $65,000 per year

Description
About Us - Alluvial Private Wealth is seeking a proactive and detail-oriented Client Associate to join our dynamic financial services team. In this on-site role based in Cleveland, Ohio
,
you'll play a key part in supporting clients by delivering exceptional service and assisting with the management of their financial needs. Success in this position requires strong communication skills to build client relationships, and excellent organizational abilities to keep operations running smoothly and efficiently across the team.

Skills

  • Assist clients with inquiries regarding their accounts, investments, and financial products.
  • Manage calendars, schedule meetings, and coordinate appointments
  • Answer and direct phone calls and emails professionally
  • Prepare reports, memos, invoices, and other documents
  • Maintain accurate records of client interactions and transactions.
  • Maintain organized filing systems (digital and physical)
  • Order and track office supplies
  • Greet visitors and provide excellent front-office support
  • Support client onboarding by helping gather required documentation and assisting with account setup to ensure a seamless transition.
  • Support team projects and handle ad hoc administrative tasks
  • Open and prepare the office each morning, including unlocking doors, turning on lights, and ensuring readiness for the day.
  • Assist with incoming calls, including answering the 800-line, and managing front desk responsibilities for client walk-ins.
  • Apply basic knowledge of financial terminology (e.g., IRAs, RMDs) to support client interactions effectively.
  • Excellent organizational and time management abilities
  • Ability to handle confidential information with discretion
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
  • Strong communication skills, both verbal and written, to interact effectively with clients and team members
  • Ability to work independently as well as collaboratively within a team environment
  • High school diploma or equivalent (Associate's degree preferred but not required)
  • High attention to detail and strong client service orientation

Requirements
Compensation & Benefits

  • Salary: $60,000 – $65,000 annually + potential discretionary firm bonus
  • Job Type: Full-time
  • 401(k)
  • Health insurance
  • Dental insurance
  • Vision insurance
  • Health savings account
  • Paid parental leave
  • 10 days paid time off (PTO) + paid company holidays
  • Full-time salaried role
  • 8-hour shift
  • Day shift
  • Monday to Friday
  • No travel required
  • Work Location: On-site, Cleveland, OH. Monday-Friday

Salary Description

$60,000-$65,000

  • Wealth Management Client Associate

    5 days ago

    Cleveland, Ohio, United States Sanctuary Wealth Group LLC Full time $60,000 - $65,000

    About Us - Alluvial Private Wealth is seeking a proactive and detail-oriented Client Associate to join our dynamic financial services team. In this on-site role based in Cleveland, Ohio, you'll play a key part in supporting clients by delivering exceptional service and assisting with the management of their financial needs. Success in this position requires...

  • Investment Analyst

    7 days ago

    Cleveland, Ohio, United States 4-D Wealth Management Full time $60,000 - $120,000 per year

    Job Title: Investment AnalystLocation: Primarily in-person with some remote flexibilityJob SummaryOur firm is seeking an Investment Analyst to oversee investment operations for clients of Fourth Dimension Wealth. This role involves executing trades in client accounts, reviewing research, and presenting investment proposals to clients. The ideal candidate...

  • Wealth Management Advisor

    5 days ago

    Cleveland, Ohio, United States EQH Full time $27,550 - $50,000 per year

    Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple\: to make a...

  • Client Success Associate

    7 days ago

    Cleveland, Ohio, United States CHAMP Full time $60,000 - $85,000 per year

    AtCHAMP,we are redefining the technology used by Motor Vehicle Agencies and their stakeholders. We do so with innovative, cloud-based software that enhances efficiency, security, and interoperability. Our solutions replace outdated processes with modern, scalable platforms, enabling organizations to operate with greater speed and accuracy in an increasingly...

  • Account Executive – EMS Client Relations

    18 hours ago

    Cleveland, Ohio, United States Medicount Management, Inc. Full time

    Medicount Management, Inc. is the region's premier EMS billing provider, proudly serving over 450 municipalities across Ohio, Kentucky, and Indiana for more than 30+ years. We specialize in full-service ambulance billing and revenue cycle management—driven by cutting-edge technology and a client-first approach. We are looking for an account executive for...

  • Acquisitions & Asset Management Associate

    7 days ago

    Cleveland, Ohio, United States Alexander Chapman Full time $90,000 - $120,000 per year

    About the firm:This investment advisory firm focuses on real assets, providing strategic and portfolio management services to institutional investors such as pension funds, endowments, and sovereign wealth funds. It specializes in real estate, infrastructure, and natural resources, offering both discretionary and non-discretionary investment solutions. The...

  • AVP, Associate General Counsel, Compliance Officer

    7 days ago

    Cleveland, Ohio, United States Boyd Watterson Asset Management Full time $120,000 - $180,000 per year

    Boyd Watterson is a dynamic company built around integrity and collaboration. We value the insights and perspectives of a broad, diverse group of individuals and believe that our collective success is dependent on an inclusive environment. A two-time Northcoast 99 award recipient, Boyd stands out as one of the top 99 employers in northeast Ohio for...

  • Associate Manager of Self Parking Operations

    1 day ago

    Cleveland, Ohio, United States Towne Park Full time

    At Towne Park, it's more than a job, you can make an impact.A career with us is rewarding in more ways than one.As a hospitality services company, our commitment is to create smiles by delivering exceptional experiences. When you work with us, you have an opportunity to impact the millions of patients, visitors and guests we proudly serve. Whether providing...

  • Assistant Vice President, Associate General Counsel, Compliance Officer

    7 days ago

    Cleveland, Ohio, United States Boyd Watterson Asset Management Full time

    Associate General Counsel - The position of Associate General Counsel will assist General Counsel and work with other Associate General Counsel to provide counsel on legal matters and the legal implications of all matters.Assist General Counsel and work with other Associate General Counsel on legal matters impacting the company or the industry, including...

  • Store Manager

    5 days ago

    Cleveland, Ohio, United States Dollar Tree Full time $40,000 - $80,000 per year

    Store ManagerWe're seeking a Store Manager to join our team to lead associates, assist customers, and drive store sales. Responsibilities include, but are not limited to, the following:· Manage and oversee all aspects of business operations to maximize sales and profitability· Oversee and delegate all store activities to ensure smooth daily operations·...