Find & Apply For Network / Systems Administrator Jobs in Cleveland, Ohio

POSITION

-Client Service Specialist, Associate

LOCATION

-Cleveland, Ohio Wellspring Financial Advisors is an independent multi-family office offering holistic financial services to ultra-high-net-worth individuals and families. Our comprehensive offerings include investment advisory, income tax planning and compliance, financial and estate planning, risk management and multi-family office services. We are seeking a confident, motivated, self-starter to join our team. We seek to hire and develop employees who embody our standards of excellence. This position offers long-term career growth and a competitive compensation and benefits package.

ROLE SUMMARY

• Process client money movement (wires, ACH, journals, checks), verifying each request and confirming completion
• Administer client bill pay, including payee setup, recurring payments, and reconciliation
• Open and maintain Schwab and Fidelity accounts, including applications, ACATS transfers, re-registrations, and beneficiary updates
• Serve as day-to-day contact with Schwab and Fidelity service teams to resolve open items and rejected requests
• Complete verification steps (callbacks, authorization review) and escalate unusual requests to the advisor and Compliance
• Support investment, planning, and tax teams with reconciliation, recordkeeping, tax document processing, and data requests
• Maintain audit-ready client records and money movement documentation on the network
• Resolve client inquiries and service issues promptly
• Other duties and management of projects as assigned

EXPERIENCE & EDUCATION

• 1 to 3 years of client service or operations experience at a wealth management firm, RIA, family office, or custodian
• Working knowledge of Schwab and Fidelity institutional platforms (required)
• Hands-on money movement (wires, ACH, journals) and client bill pay experience Experience in a client-focused, high-touch, and fast-paced professional environment
• Advanced computer skills - Microsoft Suite of Products (Word, Outlook, Excel, PowerPoint) and

CRM SKILLS & COMPETENCIES

• Communication skills - written and verbal
• Sound judgment and problem solving
• Planning and organization
• Prioritizing
• Attention to detail and accuracy
• Basic financial calculations
• Customer service orientation
• Accountability and teamwork

Job Type:

Full-time Pay:

From $65,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Life insurance Paid time off Paid training Vision insurance Work from home

Experience:

Administrative:

2 years (Required)

Work Location:

In person