Senior Client Service Associate, Wealth Management (Hybrid/Flexible)

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

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.