Client Service Associate - Wealth Management

Sanctuary Wealth; Indianapolis (IN); On-site; USD 52,000 - 78,000; Full time

Benefits offered by this job

Career advancement

Competitive pay

Benefits package

Job summary

Sanctuary Wealth is seeking a Client Service Associate in Indianapolis to serve as the first point of contact for clients, build strong relationships, and support the advisory team with essential administrative tasks. The role involves onboarding new clients, planning events, and coordinating communications with clients and third parties.

A friendly, detail-oriented mindset and proficiency in Microsoft Office and CRM systems are required.

Qualifications

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

Responsibilities

• Serve as the first point of contact for client inquiries, ensuring a welcoming and professional experience.
• Build and maintain strong relationships with clients by anticipating their needs and providing timely, proactive communication.
• Support the financial advisory team with administrative tasks, such as preparing meetings, documents, and managing client records.
• Assist with onboarding new clients, ensuring a seamless and positive transition.
• Help plan and execute client events, ensuring details are handled with care to create memorable experiences.
• Outgoing communication: assist with account maintenance and communications with clients and third parties (accountants, attorneys, insurance companies, 529 companies).
• Support marketing efforts by assisting with client communications, newsletters, social media, and other outreach initiatives.
• Collaborate with team members to actively improve client service processes and implement best practices.

Skills

Communication skills

Customer service

Organizational skills

Microsoft Office

CRM technologies

Tools

CRM technologies

Job description

Description

As a Client Service Associate, you will play a key role in ensuring our clients feel valued and supported throughout their journey with us. Your friendly demeanor, problem-solving skills, and attention to detail will help us maintain the high level of service Lions Wealth is known for.

Key Responsibilities

• Serve as the first point of contact for client inquiries, ensuring a welcoming and professional experience.
• Build and maintain strong relationships with clients by anticipating their needs and providing timely, proactive communication.
• Support the financial advisory team with administrative tasks, such as preparing meetings, preparing documents, and managing client records.
• Assist with onboarding new clients, ensuring a seamless and positive transition.
• Help plan and execute client events, ensuring details are handled with care to create memorable experiences.
• Outgoing communication: Assist the team with account maintenance and updates, which will include communicating with clients and third parties, such as accountants, attorneys, insurance companies, 529 companies, etc.
• Support marketing efforts by assisting with client communications, newsletters, social media, and other outreach initiatives.
• Collaborate with team members to actively improve client service processes and implement best practices.

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.

What We Offer

• A supportive, team-focused environment where your contributions are valued.
• Opportunities for professional growth and development and career advancement.
• Competitive compensation and benefits package.
• The chance to make a difference in the lives of our clients and their families daily.

Requirements

Between 2-5 years of experience in client services, financial services, banking or administrative roles.
Experience with Wealthbox and E-Money