Client Service Associate

Sanctuary Wealth; Indianapolis (IN); On-site; USD 65,000 - 80,000; Full time

Job summary

Sanctuary Wealth is seeking a Client Service Associate in Indianapolis who will serve as a vital resource for clients and advisors. The role involves client relationship management and administrative support, requiring a bachelor's degree and a focus on client experience in a fast-paced environment.

Qualifications

• 2+ years financial services experience required.
• Experience in client service, banking, or administrative roles is a plus.

Responsibilities

• Maintain client relationships and process requests.
• Assist with onboarding new clients and documentation.
• Perform administrative support for the team.

Skills

Attention to detail

Communication skills

Problem-solving

Organizational skills

Education

Bachelor’s degree in business or finance-related field

Tools

Microsoft Office

CRM technologies

Wealthbox

E-Money

Job description

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Description

As a Client Service Associate/Registered Client Service Associate, become a trusted resource to our clients and advisors. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client-first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

Essential Duties And Responsibilities

To perform the job successfully, the individual must be able to perform each essential duty satisfactorily:

• Account and Client Data Maintenance: Maintain existing client relationships by processing client requests, resolving client inquiries, and ensuring that key client data, compliance requirements and documentation are complete, accurately filed, and up to date.
• Onboarding New Clients: Assist with onboarding new clients. This includes collecting the documents and client information needed to satisfy account opening and compliance requirements. Onboarding includes communicating directly with clients to obtain client statements and other relevant documents. It may also include completing and sending electronic paperwork and/or hard copy paperwork from third parties.
• Outgoing Communication: Assist the team with account maintenance and updates. This will typically involve communicating directly with client(s), third parties such as accountants, attorneys, clients’ family members, insurance/annuity companies, alternative investments, 529 companies, etc.
• Administrative: Support team members in daily business practices, including but not limited to, telephone coverage, preparing for client meetings, maintaining hard copy and electronic filing in an orderly fashion, printing overnight labels, stuffing envelopes, printing and copying client reports, statements and informational documents as needed.
• Project Management: Support team members with various projects as they arise, including, but not limited to, administrative updates, obtaining and organizing tax documents, account maintenance updates, data consolidation reports, compliance documentation, etc.
• Problem-Solving: Proactively use firm and third-party resources to educate yourself on a topic before using team resources. Work to identify additional opportunities to help the firm and its clients whenever possible. Continue to improve ability to work quickly and efficiently under time pressure.
• Ownership of Duties & Responsibilities: Maintain an organized list of outstanding tasks, listed in priority order. Proactively communicate with the team as tasks are added to the list and as projects are completed. Consistently work with senior team members on outstanding items and assist where needed.
• Training & Position Knowledge: Proactively engage in available training and education programs to gain additional knowledge required of your position. Stay up to date on all compliance requirements.
  
  
  

Description

As a Client Service Associate/Registered Client Service Associate, become a trusted resource to our clients and advisors. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client-first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.

Essential Duties And Responsibilities

To perform the job successfully, the individual must be able to perform each essential duty satisfactorily:

• Account and Client Data Maintenance: Maintain existing client relationships by processing client requests, resolving client inquiries, and ensuring that key client data, compliance requirements and documentation are complete, accurately filed, and up to date.
• Onboarding New Clients: Assist with onboarding new clients. This includes collecting the documents and client information needed to satisfy account opening and compliance requirements. Onboarding includes communicating directly with clients to obtain client statements and other relevant documents. It may also include completing and sending electronic paperwork and/or hard copy paperwork from third parties.
• Outgoing Communication: Assist the team with account maintenance and updates. This will typically involve communicating directly with client(s), third parties such as accountants, attorneys, clients’ family members, insurance/annuity companies, alternative investments, 529 companies, etc.
• Administrative: Support team members in daily business practices, including but not limited to, telephone coverage, preparing for client meetings, maintaining hard copy and electronic filing in an orderly fashion, printing overnight labels, stuffing envelopes, printing and copying client reports, statements and informational documents as needed.
• Project Management: Support team members with various projects as they arise, including, but not limited to, administrative updates, obtaining and organizing tax documents, account maintenance updates, data consolidation reports, compliance documentation, etc.
• Problem-Solving: Proactively use firm and third-party resources to educate yourself on a topic before using team resources. Work to identify additional opportunities to help the firm and its clients whenever possible. Continue to improve ability to work quickly and efficiently under time pressure.
• Ownership of Duties & Responsibilities: Maintain an organized list of outstanding tasks, listed in priority order. Proactively communicate with the team as tasks are added to the list and as projects are completed. Consistently work with senior team members on outstanding items and assist where needed.
• Training & Position Knowledge: Proactively engage in available training and education programs to gain additional knowledge required of your position. Stay up to date on all compliance requirements.
  
  
  

Knowledge, Skills, And/Or Abilities

The following skills and abilities are required to perform this job successfully:

• A successful candidate will move quickly, take initiative, and strive to innovate and make things run more smoothly
• You thrive in a support role instead of on the main stage
• You are a cheerleader that looks out for your people, but can also deliver hard news when needed
• You have impeccable follow through
• Very strong attention to detail
• You are highly efficient - always looking to systematize, organize and improve
• You have exceptional written and communication skills
• You love a good challenge and enjoy seeing the job from idea to implementation to completion - all while leading and keeping the team excited and focused
• You are coachable, intellectually curious and always looking to improve your skill set
  
  
  

EDUCATION AND/OR LICENSES

• 2+ years financial services experience required (preferable banking and/or wealth management)
• Bachelor’s degree in business or finance-related field
• Preferred: Series 7 and 66 (63/65)
  
  
  

Requirements

What We Are Looking For

• A friendly, people-oriented personality with a passion for delivering exceptional client experiences in a team environment.
• Strong verbal and written communication skills.
• Detail-oriented with great follow-through and the ability to manage multiple tasks efficiently, always looking to systematize, organize and improve.
• Proficiency in Microsoft Office, CRM technologies, and an eagerness to learn new technologies in the wealth management space.
• Experience with Wealthbox and E-Money
• 2-5 years’ experience in client service, financial services, banking, or administrative roles is a plus but not required.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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