Client Service 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

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