Wealth Management Client Services Associate

Sanctuary Wealth Group LLC; Diboll (TX); On-site; USD 50,000 - 55,000; Full time

Benefits offered by this job

Employer-paid health benefits

401(k) match

Paid time off

Professional development

Job summary

6 Degrees Wealth in Lufkin, Texas is seeking a Client Service Coordinator to support daily client service, administrative, and operational needs for a high-performing advisory team. The role blends client experience with advisor support and practice operations, ideal for a coachable, personable individual eager to build a long-term wealth management career.

Prior wealth management experience is not required.

Qualifications

• 0-2 years in client service or admin; coachable and eager to learn wealth management.
• Strong written and verbal communication with client-facing presence.
• Attention to detail with forms, records, and documentation.
• Ability to manage multiple priorities in a fast-paced setting.
• Proficiency with Microsoft Office and basic document management.

Responsibilities

• Serve as a professional, responsive point of contact for routine client inquiries.
• Assist clients with basic service needs, forms, scheduling, and account updates.
• Support onboarding by gathering documentation and coordinating next steps.
• Prepare client meeting materials and update CRM and custodial platforms.
• Collaborate with advisors, custodians, and internal teams to resolve items.
• Maintain accurate client records and support account operations.

Job description

6 Degrees Wealth in Lufkin, Texas is seeking a Client Service Coordinator to support daily client service, administrative, and operational needs for a high-performing advisory team. The role blends client experience with advisor support and practice operations, ideal for a coachable, personable individual eager to build a long-term wealth management career.

Prior wealth management experience is not required.