Client Experience Associate | Wealth Management

Sanctuary Wealth Group LLC; Indianapolis (IN); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Job summary

Sanctuary Wealth Group LLC is seeking a Client Service Associate to ensure a high standard of client care. You will act as the first point of contact for inquiries, build lasting relationships, and support the advisory team with administrative tasks and client onboarding.

You will also help plan events, manage communications with clients and third parties, and assist with marketing outreach while continually improving service processes.

Qualifications

• 2–5 years of experience in client services or financial services.
• Experience with Wealthbox and E-Money.

Responsibilities

• Serve as first contact for client inquiries with a welcoming, professional experience.
• Build and maintain client relationships by anticipating needs and proactive communication.
• Support the financial advisory team with administrative tasks (meetings, documents, client records).
• Assist with onboarding new clients for a seamless transition.
• Help plan and execute client events with attention to detail.
• Assist with account maintenance and communications with clients and third parties.
• Support marketing efforts with client communications, newsletters, and social media.
• Collaborate with the team to improve client service processes and best practices.

Skills

Client service excellence

Communication skills

Attention to detail

Team collaboration

Tools

Wealthbox

E-Money

Microsoft Office

CRM software

Job description

Sanctuary Wealth Group LLC is seeking a Client Service Associate to ensure a high standard of client care. You will act as the first point of contact for inquiries, build lasting relationships, and support the advisory team with administrative tasks and client onboarding.

You will also help plan events, manage communications with clients and third parties, and assist with marketing outreach while continually improving service processes.