Wealth Management: Client Service Associate

Sanctuary Wealth; Fort Myers (FL); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Comprehensive benefits package

Bonus potential

Career growth opportunities

Job summary

1280 Financial Partners is seeking a Client Service Associate to support the client service and operations team in wealth management. The role focuses on relationship support, problem solving, and delivering exceptional service to clients and advisors.

The ideal candidate thrives in a professional, client‑facing environment, collaborates well with the team, and is eager to grow within a growing independent wealth management firm.

Qualifications

• 0–3+ years of experience in wealth management or financial services.
• Strong client service orientation with exceptional verbal and written communication skills.
• High level of professionalism, discretion, and attention to detail.
• Strong organizational skills with the ability to manage multiple priorities simultaneously.
• Ability to work independently while also thriving in a collaborative team environment.

Responsibilities

• Serve as a primary point of contact for client service requests, questions, and account‑related needs.
• Deliver a white‑glove client experience through timely, professional, and accurate communication.
• Build trusted relationships with clients and proactively assist in resolving service issues.
• Coordinate client meetings, prepare materials, and support advisors before and after client interactions.
• Assist with client onboarding and ensure a seamless transition for new relationships.
• Maintain accurate and detailed client records and documentation.

Skills

Client service

Communication

Attention to detail

Organizational skills

Team collaboration

MS Office

Education

Associate or Bachelor degree

Tools

Outlook

Word

Excel

Teams

Job description

1280 Financial Partners is seeking a Client Service Associate to support the client service and operations team in wealth management. The role focuses on relationship support, problem solving, and delivering exceptional service to clients and advisors.

The ideal candidate thrives in a professional, client‑facing environment, collaborates well with the team, and is eager to grow within a growing independent wealth management firm.