Senior Client Service Associate

Sanctuary Wealth; Minnetonka (MN); Hybrid; USD 95,000 - 120,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Group life and disability insurance

401(k) with 3% safe harbor

PTO and paid holidays

Remote flexibility after onboarding

Job summary

NewSpring Wealth Partners is seeking an experienced Senior Client Service Associate in Minnetonka, MN. The role focuses on independent client onboarding, account maintenance, and proactive service for high-net-worth clients.

You will collaborate with advisors to prepare for meetings, manage workflows in Wealthbox CRM, and ensure accurate documentation and timely follow-up in a flexible hybrid environment.

Qualifications

• 4+ years of wealth management, investment management, financial services, or an RIA environment with client service and account operations responsibilities.
• Experience independently managing client onboarding, account maintenance, asset transfers, distributions, money movement, and related service workflows.
• Experience supporting clients and advisors in a high-touch, relationship-driven environment.
• Strong understanding of wealth management account types, custodial processes, and documentation requirements.

Responsibilities

• Serve as a primary point of contact for day-to-day client service needs, building trusted relationships.
• Independently manage client onboarding and ongoing account servicing, including new accounts and transfers.
• Facilitate client money movements following firm, custodian, and compliance procedures.
• Own service requests from initiation through completion, monitor items, and keep clients and advisors informed.

Skills

Wealth management experience

Client onboarding

Client service

Account operations

Communication skills

Education

Bachelor's degree in business/finance

Tools

Wealthbox CRM

Charles Schwab Advisor Services

Job description

Description

Senior Client Service Associate

Location: Carlson Towers, Minnetonka, MN

Type: Hybrid, Flexible

Experience: 4+ years of Wealth Management Experience

Schedule: Open to flexibility based on mutual fit

Pay Range: $95,000-$120,000 Annual Salary + Discretionary Bonus Potential

Hiring Firm: NewSpring Wealth Partners

Join Our Team at NewSpring Wealth Partners

- At NewSpring Wealth Partners , we believe wealth management should feel personal, empowering, and deeply relationship-driven. As an independent, planning-focused firm, we work closely with successful individuals and families to simplify financial complexity, create clarity, and help clients pursue what matters most to them.

About the Role

We are seeking an experienced, highly organized, and client-centric Senior Client Service Associate to play an integral role in supporting our clients and growing practice. This position is designed for an established wealth management professional who can independently manage sophisticated client service needs, take ownership of operational workflows, and serve as a trusted resource to both clients and advisors.

The ideal candidate brings strong knowledge of wealth management operations, excellent client communication skills, sound judgment, and the ability to anticipate needs rather than simply react to requests. You will work closely with advisors and clients to ensure service needs are handled accurately, proactively, and with the high level of care expected within a relationship-driven wealth management practice.

This opportunity is intentionally designed with flexibility in mind. We are open to candidates seeking a flexible structure that may evolve over time based on business needs and mutual fit. Whether you are an experienced wealth management professional seeking greater work-life balance, returning to the workforce, or looking for a more personalized and collaborative team culture, we would love to connect.

Responsibilities

• Serve as a primary point of contact for day-to-day client service needs, building trusted relationships through responsive, thoughtful, and highly personalized support.
• Independently manage client onboarding and ongoing account servicing, including new accounts, asset transfers, distributions, beneficiary changes, account maintenance, and coordination with Charles Schwab.
• Facilitate client money movements accurately and securely while following established firm, custodian, and compliance procedures.
• Own client service requests from initiation through completion, proactively monitoring outstanding items, resolving issues, and keeping clients and advisors informed along the way.
• Partner closely with advisors to prepare for client meetings, organize relevant account information, document next steps, and ensure follow-up items are completed.
• Maintain accurate and organized client records, workflows, and documentation within Wealthbox CRM.
• Anticipate client and advisor needs, exercise sound judgment when navigating complex or time-sensitive situations, and identify opportunities to improve the overall client experience.
• Collaborate across the team as a knowledgeable resource on client service and operational processes, providing guidance and support to less-experienced team members as appropriate.

Requirements

Qualifications

Required Qualifications

• 4+ years of experience in wealth management, investment management, financial services, or an RIA environment, with meaningful client service and account operations responsibilities.
• Demonstrated experience independently managing client onboarding, account maintenance, asset transfers, distributions, money movement, and related service workflows.
• Experience working directly with clients and supporting advisors in a high-touch, relationship-driven environment.
• Strong understanding of wealth management account types, custodial processes, documentation requirements, and client service best practices.
• Exceptional written and verbal communication skills, with the professionalism and confidence to interact directly with clients, advisors, custodians, and external partners.
• Highly organized and detail-oriented, with the ability to manage multiple priorities, deadlines, and client requests accurately and independently.
• Proactive, solutions-oriented approach with strong judgment, discretion, and the ability to take ownership of requests through resolution.

Preferred Qualifications

• Experience within an independent RIA, wealth management firm, family office, or similar advisory environment.
• Experience with Charles Schwab Advisor Services and Wealthbox CRM or comparable wealth management platforms.
• Experience supporting high-net-worth individuals and families and familiarity with financial planning processes.
• FINRA Series 7, Series 66, Series 65, or other relevant securities licenses are a plus but not required.
• Bachelor's degree in business, finance, financial planning, or a related field preferred; equivalent professional experience will also be considered.

Benefits

• % Employer Paid Medical Benefits Package (Health, dental, and vision insurance)
• Group life and group disability insurance for full-time employees
• 401(k) with 3% safe harbor contribution, available to all employees regardless of hours worked
• Prorated paid time off + Paid Holidays
• Flexible In-Office Schedule with Remote Flexibility (following completion of onboarding/training period)

Why Join NewSpring?

• Boutique, independently owned RIA with a strong, established client base
• Work directly alongside an experienced advisor in a high-trust environment
• Flexible scheduling built around outcomes
• Small-team culture where your contributions are visible and valued

Salary Description

$95,000-$120,000