Senior Wealth Client Services Specialist (Hybrid)

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

Benefits offered by this job

Health insurance

Life and disability insurance

401(k) with 3% safe harbor

Paid time off and holidays

Flexible in-office schedule withRemote

Job summary

NewSpring Wealth Partners in Minnetonka, MN is seeking a Senior Client Service Associate to support high-net-worth clients and advisors in a hybrid, flexible environment. You will manage onboarding, account servicing, asset transfers, and money movements with meticulous attention to regulatory and custodian requirements.

The ideal candidate has 4+ years in wealth management, excellent communication, and strong organizational skills.

Qualifications

• 4+ years of experience in wealth management or an RIA environment with client service responsibilities.
• Experience with client onboarding, account maintenance, asset transfers, distributions, and money movement.
• Experience supporting high-touch, relationship-driven advisory teams.
• Strong understanding of wealth management account types and custodial processes.
• Excellent written and verbal communication; professional client interactions.
• Highly organized with ability to manage multiple priorities.
• Proactive, independent problem solver.

Responsibilities

• Serve as primary point of contact for day-to-day client service needs.
• Independently manage client onboarding and ongoing account servicing, including new accounts, asset transfers, distributions, and coordination with Schwab.
• Facilitate client money movements accurately and securely following procedures.
• Own client service requests from initiation to completion and keep clients and advisors informed.
• Partner with advisors to prepare for client meetings and document next steps.
• Maintain client records and workflows in Wealthbox CRM.
• Anticipate needs and identify opportunities to improve the client experience.
• Collaborate across the team as a resource on client service and operations.

Skills

Wealth management

Client onboarding

Account operations

Communication

Attention to detail

Relationship management

Education

Bachelor's degree in business/finance/financial planning

FINRA licenses (Series 7/66/65) (optional)

Tools

Wealthbox CRM

Charles Schwab Advisor Services

Job description

NewSpring Wealth Partners in Minnetonka, MN is seeking a Senior Client Service Associate to support high-net-worth clients and advisors in a hybrid, flexible environment. You will manage onboarding, account servicing, asset transfers, and money movements with meticulous attention to regulatory and custodian requirements.

The ideal candidate has 4+ years in wealth management, excellent communication, and strong organizational skills.