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Sanctuary Wealth · 2 hours ago

Senior Client Associate - Wealth Management

Jersey City,NJ,US

Full-time

Hybrid

Mid, Senior Level

$85K/yr - $100K/yr

3+ years exp

Crescent Harbor Private Wealth is a boutique wealth management firm based in Jersey City, focused on delivering highly personalized financial guidance to high-net-worth clients. The Senior Client Associate will provide end-to-end operational and client service support to the advisory team, managing key operational processes and ensuring client satisfaction.

Financial Services

Responsibilities

Manage end-to-end account openings, transfers, and maintenance, with a heavy focus on Schwab & Pershing workflows

Process time-sensitive money movement, including wires and transfers, with a high degree of accuracy

Track and follow paperwork through internal systems and custodians (Sanctuary, Advisor Ops, Orion, custodial portals, etc.)

Maintain complete, accurate, and compliant client records across CRM and portfolio systems

Serve as a primary point of contact for clients on operational and account-related matters

Confidently handle phone-based client interactions, including complex or sensitive requests

Support advisors with onboarding activity and ongoing client service needs

Navigate demanding client and advisor expectations with professionalism and discretion

Assist with compliance-related documentation and adhere to firm and regulatory requirements

Identify opportunities to improve workflows, documentation processes, and operational efficiency

Partner with internal teams and custodians to resolve issues and ensure timely follow-through

Qualification

Wealth management experienceClient service ownershipCustodial platforms familiaritySeries 7/6366 registrationOperational efficiency improvementProactiveCollaborative communicationDetail-orientedIndependent work

Preferred

Several years of experience (3–8+) in wealth management, RIA, or financial services

Experience as a Client Associate, Senior Client Associate, or similar role

Registration preferred (Series 7/63 or 66)

Deep familiarity with custodial platforms (Schwab strongly preferred)

Highly organized, detail-oriented, and proactive - you notice issues before they become problems

Comfortable working independently

Confident but collaborative communication style

Someone who wants to own this role long-term, not transition into an advisor track

Benefits

Full benefits package including health insurance and 401(k)

Company

Sanctuary Wealth

Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve.

Founded in 2018

Indianapolis, Indiana, USA

51-200 employees