Description
Capital Asset Management is hiring a Client Service Associate in Columbus, Ohio to support wealth-management clients through account operations, onboarding, portal audits, RMD and IRA tracking, tax-document coordination, meeting scheduling, CRM maintenance, and custodian coordination. The role requires two years of financial-services experience, strong organization and communication skills, independent project management, and the ability to learn new technology. Compensation is $65,000–$80,000, with group medical insurance, a retirement plan, paid time off, and a Monday–Friday schedule.
