Be Seen First
Dublin, OH · On-site
$40K - $60K/yr
Client Service Manager/Administrative Assistant *Candidates without prior financial services or wealth management experience are unlikely to be a fit* Dublin, OH | Full-Time (In-Office) About Us At ...
Quick apply
Be Seen First
Dublin, OH · On-site
$40K - $60K/yr
Client Service Manager/Administrative Assistant *Candidates without prior financial services or wealth management experience are unlikely to be a fit* Dublin, OH | Full-Time (In-Office) About Us At ...
Columbus, OH · On-site
$166 - $249/hr
... client service, this role is for you. About the Role The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving ...
Columbus, OH · On-site
$166 - $249/hr
... client service, this role is for you. About the Role The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving ...
Columbus, OH · On-site
$75K - $85K/yr
... in the wealth management industry. This individual brings demonstrated leadership capability, advanced client service expertise, and a proven ability to onboard and manage complex client ...
Columbus, OH · On-site
$75K - $85K/yr
... in the wealth management industry. This individual brings demonstrated leadership capability, advanced client service expertise, and a proven ability to onboard and manage complex client ...
Deliver superior client service * Serve as a liaison between internal staff, custodian, and others ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...
Deliver superior client service * Serve as a liaison between internal staff, custodian, and others ... On the surface, we're one of the nation's largest audit, tax, consulting, and wealth management ...
Dublin, OH · On-site
Manage the day-to-day aspects of client engagements as a member of a team. * Identifying and ... Proactively maintain client relationships through excellent client service. * Assist or lead in the ...
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Dublin, OH · On-site
Manage the day-to-day aspects of client engagements as a member of a team. * Identifying and ... Proactively maintain client relationships through excellent client service. * Assist or lead in the ...
$14 - $19.25/hr
As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private ...
$14 - $19.25/hr
As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private ...
Westerville, OH · On-site
$14 - $19.25/hr
As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private ...
Westerville, OH · On-site
$14 - $19.25/hr
As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private ...
Westerville, OH · On-site
$14 - $19.25/hr
As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private ...
Westerville, OH · On-site
$14 - $19.25/hr
As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private ...
Columbus, OH · On-site
... notch wealth management services to our valued clients and financial advisors. You will work ... Attend client meetings and provide valuable support to advisors by gathering necessary information ...
Columbus, OH · On-site
... notch wealth management services to our valued clients and financial advisors. You will work ... Attend client meetings and provide valuable support to advisors by gathering necessary information ...
Columbus, OH · On-site
$65K - $80K/yr
The Wealth Management Advisor (WMA) position is the investment planning and investment and ... services based upon a client's unique situation. Basic Qualifications - Bachelor's degree, or ...
Columbus, OH · On-site
$65K - $80K/yr
The Wealth Management Advisor (WMA) position is the investment planning and investment and ... services based upon a client's unique situation. Basic Qualifications - Bachelor's degree, or ...
Columbus, OH · On-site
... notch wealth management services to our valued clients and financial advisors. You will work ... Attend client meetings and provide valuable support to advisors by gathering necessary information ...
Quick apply
Columbus, OH · On-site
... notch wealth management services to our valued clients and financial advisors. You will work ... Attend client meetings and provide valuable support to advisors by gathering necessary information ...
Columbus, OH · On-site
$65K - $80K/yr
The Wealth Management Advisor (WMA) position is the investment planning and investment and ... services based upon a client's unique situation. Basic Qualifications - Bachelor's degree, or ...
Columbus, OH · On-site
$65K - $80K/yr
The Wealth Management Advisor (WMA) position is the investment planning and investment and ... services based upon a client's unique situation. Basic Qualifications - Bachelor's degree, or ...
Columbus, OH · On-site +1
The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington ... Responsible for providing legendary client service to retain client relationships. Builds strong ...
Columbus, OH · On-site +1
The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington ... Responsible for providing legendary client service to retain client relationships. Builds strong ...
Columbus, OH · On-site +1
The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington ... Responsible for providing legendary client service to retain client relationships. * Builds strong ...
Columbus, OH · On-site +1
The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington ... Responsible for providing legendary client service to retain client relationships. * Builds strong ...
Columbus, OH · On-site +1
The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington ... Responsible for providing legendary client service to retain client relationships. * Builds strong ...
Columbus, OH · On-site +1
The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington ... Responsible for providing legendary client service to retain client relationships. * Builds strong ...
The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington ... Responsible for providing legendary client service to retain client relationships. * Builds strong ...
The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington ... Responsible for providing legendary client service to retain client relationships. * Builds strong ...
$16 - $21.25/hr
EmVision Capital Advisors is a rapidly growing wealth management practice focused on EmPowering our clients to plan for their desired future. POSITION OVERVIEW The Client Service Specialist will work ...
Quick apply
$16 - $21.25/hr
EmVision Capital Advisors is a rapidly growing wealth management practice focused on EmPowering our clients to plan for their desired future. POSITION OVERVIEW The Client Service Specialist will work ...
Columbus, OH · On-site
$71K - $110K/yr
Bring experience in financial services, wealth management, or client/advisor data domains * Utilize data catalogs, lineage tools, and data quality monitoring solutions * Apply experience working with ...
Columbus, OH · On-site
$71K - $110K/yr
Bring experience in financial services, wealth management, or client/advisor data domains * Utilize data catalogs, lineage tools, and data quality monitoring solutions * Apply experience working with ...
Bring experience in financial services, wealth management, or client/advisor data domains * Utilize data catalogs, lineage tools, and data quality monitoring solutions * Apply experience working with ...
Bring experience in financial services, wealth management, or client/advisor data domains * Utilize data catalogs, lineage tools, and data quality monitoring solutions * Apply experience working with ...
Columbus, OH · On-site
As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private ...
Columbus, OH · On-site
As part of Consumer Banking, you will provide client service operational marketing and administrative support to the primary Private Client Advisor(s), within JPMorgan Wealth Management. As a Private ...
$24.5K - $31.5K
5% of jobs
$31.5K - $38.4K
14% of jobs
$41.1K is the 25th percentile. Wages below this are outliers.
$38.4K - $45.4K
16% of jobs
The median wage is $51.7K / yr.
$45.4K - $52.3K
17% of jobs
$52.3K - $59.3K
12% of jobs
$59.3K - $66.2K
9% of jobs
$67.8K is the 75th percentile. Wages above this are outliers.
$66.2K - $73.2K
11% of jobs
$73.2K - $80.1K
6% of jobs
$80.1K - $87.1K
5% of jobs
$87.1K - $94K
2% of jobs
$94K - $101K
3% of jobs
$24.5K
$58K
$101K
For Client Service Wealth Management jobs, the most frequently searched job titles are:
The top searched job categories for Client Service Wealth Management jobs are:
Cities with the most Client Service Wealth Management job openings:
States with the most job openings for Client Service Wealth Management jobs include:
$40K - $60K/yr
Full-time
Medical, Retirement, PTO
Re-posted 12 days ago
7.7
Based on 130 frontline employees who took The Breakroom Quiz
106th of 150 rated financial services
Client Service Manager/Administrative Assistant
*Candidates without prior financial services or wealth management experience are unlikely to be a fit*
Dublin, OH | Full-Time (In-Office)
About Us
At Ameriprise Financial, we’re passionate about helping clients achieve their financial goals—and equally committed to helping our team members grow and succeed. Within our independent franchise practice, you’ll find a collaborative, high-integrity environment where your contributions are valued and your professional development is encouraged.
This is more than an administrative role—it’s an opportunity to play a key part in delivering exceptional client experience and supporting a growing financial advisory business.
________________________________________
About the Opportunity
Join a growing, client-focused financial advisory practice where your role goes far beyond administrative support—you become a key driver of client experience and operational excellence.
In this position, you’ll be the backbone of a fast-paced, relationship-driven office, ensuring every client interaction is seamless, personal, and professional. If you enjoy building relationships, staying highly organized, and playing a meaningful role in a team’s success, this is an opportunity to grow alongside a thriving advisory practice.
Key Responsibilities
Client Experience & Relationship Support
• Serve as a primary point of contact for clients, delivering responsive and professional service
• Build strong client relationships through ongoing communication (calls, emails, and personal touches like birthday/holiday outreach)
Operations & Workflow Management
• Manage daily office workflow to ensure smooth, efficient operations
• Coordinate calendars, schedule meetings, and proactively support advisor priorities
Account & Administrative Support
• Prepare and maintain client profiles, open accounts, and process transfers
• Handle transaction requests and coordinate with the home office when needed
Business Development Support
• Schedule client and prospect meetings
• Support initiatives that drive client engagement and long-term growth
What We’re Looking For
We’re seeking someone who combines organization, initiative, and a client-first mindset:
• 3+ years of client service or administrative experience
• Ameriprise Financial previous experience preferred
• Exceptional attention to detail and strong organizational skills
• Proactive, self-starter mentality with the ability to anticipate needs
• Strong communication skills and a polished, professional presence
• Ability to manage multiple priorities in a fast-paced environment
• Positive attitude with a desire to learn and grow
Why This Role Matters
In this role, you will:
• Play a critical part in shaping the client experience
• Become a trusted partner to financial advisors
• Help drive the efficiency and growth of the practice
• Build a meaningful career in financial services
Compensation & Work Environment
• Salary: $50,000+ Negotiable (based on experience)
• Benefits: Health Insurance and 401k
• Schedule: Full-time 30-40 hours per week
• Location: In-office role (Dublin, OH)
Who Thrives Here
The most successful candidate is someone who is:
• A relationship builder who enjoys connecting with clients
• A detail-oriented operator who keeps everything running smoothly
• A problem solver who takes initiative without being asked
• A team player who takes pride in contributing to a shared goal
Ready to Grow With Us?
If you’re motivated, detail-oriented, and excited to be part of a business that truly values client relationships and team success, we’d love to connect.
Get the full story on Breakroom
Sourced by ZipRecruiter
At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
Funds, trusts and financial programs
5,001 - 10,000 Employees
Minneapolis, MN, US
1894
