Client Service Associate (Wealth Management)

Sanctuary Wealth; Fort Myers (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Comprehensive benefits package

Bonus potential

Career growth opportunities

Job summary

1280 Financial Partners is seeking a Client Service Associate to support the client service and operations team in wealth management. The role focuses on relationship support, problem solving, and delivering exceptional service to clients and advisors.

The ideal candidate thrives in a professional, client‑facing environment, collaborates well with the team, and is eager to grow within a growing independent wealth management firm.

Qualifications

• 0–3+ years of experience in wealth management or financial services.
• Strong client service orientation with exceptional verbal and written communication skills.
• High level of professionalism, discretion, and attention to detail.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Ability to work independently while also thriving in a collaborative team environment.

Responsibilities

• Serve as a primary point of contact for client service requests, questions, and account‑related needs.
• Deliver a white‑glove client experience through timely, professional, and accurate communication.
• Build trusted relationships with clients and proactively assist in resolving service issues.
• Coordinate client meetings, prepare materials, and support advisors before and after client interactions.
• Assist with client onboarding and ensure a seamless transition for new relationships.
• Maintain accurate and detailed client records and documentation.

Skills

Client service

Communication

Attention to detail

Organizational skills

Team collaboration

MS Office

Education

Associate or Bachelor degree

Tools

Outlook

Word

Excel

Teams

Job description

Description

Client Service Associate (Wealth Management)

Location: Fort Myers, FL

Work Model: Full-Time | In-Office Monday-Friday

Hiring Firm: 1280 Financial Partners

Experience: Open to a range of experience levels | Wealth Management, Financial Services, or Banking Client Service Environments

Compensation: Competitive compensation package commensurate with experience, qualifications, and overall fit. The team is open to considering both entry-level candidates seeking to build a career in wealth management as well as more experienced Client Service Associates who can contribute at a higher level from day one. Comprehensive benefits and discretionary bonus potential included.

About the Role

The Client Service Associate serves as a key member of the client service and operations team, supporting advisors and clients throughout the lifecycle of the relationship. This role is ideal for someone with previous experience in wealth management, banking, financial services, or a highly professional client‑facing environment who enjoys building relationships, solving problems, and delivering exceptional service.

The ideal candidate is organized, detail-oriented, proactive, and eager to learn. They enjoy being part of a collaborative team, taking ownership of their work, and are looking for a long‑term opportunity within a growing independent wealth management firm.

This is not an advisor‑track position. We are seeking someone who genuinely enjoys client service, operations, relationship support, and becoming an integral part of a high‑performing wealth management team.

Your Role & Responsibilities

Client Service & Administrative Support

• Serve as a primary point of contact for client service requests, questions, and account‑related needs
• Deliver a white‑glove client experience through timely, professional, and accurate communication
• Build trusted relationships with clients and proactively assist in resolving service issues
• Coordinate client meetings, prepare meeting materials, and support advisors before and after client interactions
• Assist with client onboarding and ensure a seamless transition for new relationships
• Maintain accurate and detailed client records and documentation

Account Administration & Operations

• Process account paperwork, client forms, and operational requests
• Assist with money movement requests, check deposits, rollovers, and account maintenance activities
• Coordinate with custodians and third‑party providers as needed
• Support account reviews, service initiatives, and ongoing client maintenance activitiesEnsure compliance with firm policies, procedures, and regulatory requirements

Advisor & Team Support

• Partner closely with advisors and fellow client service professionals to support daily operations
• Assist with scheduling, workflow management, and internal coordination efforts
• Support client events, educational seminars, and relationship‑building initiatives as needed
• Identify opportunities to improve processes, increase efficiency, and enhance the client experience

Team Support & Continuous Improvement

• Work closely with all members of the firm to support business operations
• Proactively identify meaningful tasks and opportunities to support the team when immediate priorities are complete
• Contribute ideas for improving client service, efficiency, and firm operations
• Take ownership of responsibilities and seek opportunities to learn and grow

Requirements

What We’re Looking For

Required Qualifications

• 0–3+ years of experience in wealth management or financial services
• Strong client service orientation with exceptional verbal and written communication skills
• High level of professionalism, discretion, and attention to detail
• Strong organizational skills with the ability to manage multiple priorities simultaneously
• Ability to work independently while also thriving in a collaborative team environment
• Proficiency with Microsoft Outlook, Word, Excel, and Teams
• Demonstrated ability to learn new systems and technology platforms quickly
• Positive attitude, strong work ethic, and willingness to support the broader team
• Ability to work onsite full‑time in Fort Myers, FL

Preferred Qualifications

• Previous experience supporting financial advisors, wealth managers, RIAs, broker‑dealers, or private banking teams
• Series 7 and/or Series 66 licenses (or willingness to pursue licensing)
• Experience working with BNY Pershing and/or Charles Schwab Advisor Services
• Familiarity with custodial account servicing, ACAT transfers, money movement requests, and account maintenance workflows
• Associate’s or Bachelor’s degree
• Understanding of financial planning, investment management, retirement planning, or wealth management concepts

Join Our Team at 1280 Financial Partners

1280 Financial Partners is an independent wealth management firm committed to delivering objective advice, comprehensive planning, disciplined investment management, and white‑glove service to individuals, families, and institutions.

Founded by a team of advisors who collectively managed approximately $2 billion in client assets prior to launching the firm, 1280 Financial Partners combines the resources and sophistication of a large wealth management organization with the culture and accessibility of a boutique practice. Our team has been recognized among Forbes Best‑in‑State Wealth Management Teams and is built on a foundation of integrity, accountability, transparency, and exceptional client service.

Why Join 1280 Financial Partners?

• Join a rapidly growing independent wealth management firm
• Work alongside a highly experienced team of advisors and wealth‑management professionals
• Competitive compensation and bonus opportunity
• Comprehensive benefits package
• Long‑term career stability and growth potential
• Collaborative, team‑oriented culture
• Direct exposure to firm leadership and decision‑makers
• Opportunity to make a meaningful impact on clients' financial lives

The Ideal Candidate

The ideal candidate is curious, coachable, resourceful, and genuinely enjoys helping others. This individual takes ownership of their work, adapts quickly, and brings a proactive, solutions‑oriented mindset to support the needs of both the team and its clients.

They value relationships, communicate professionally, and understand that exceptional client service is at the heart of a successful wealth‑management practice. Most importantly, they are looking for more than just their next job; they are looking for an opportunity to become an integral part of a growing team and a trusted resource for clients and colleagues alike.