Apply on Employer Site

Sanctuary Wealth · 1 day ago

Wealth Management Client Associate

Plano, TX

Full-time

Onsite

New Grad, Entry Level

$60K/yr - $70K/yr

Sanctuary Wealth is a boutique wealth management firm dedicated to delivering personalized financial guidance. The Wealth Management Client Associate plays a critical role in supporting wealth management advisors and serving as a primary point of contact for client interactions, focusing on exceptional service and long-term relationship building.

Financial Services

Responsibilities

Serve as a primary point of contact for wealth management clients, delivering timely, professional, and high-touch service

Respond promptly to client inquiries and follow through on requests with accuracy and care

Support advisors in preparing for client meetings, including updating financial plans, portfolio reviews, and meeting materials

Coordinate client meetings, prepare agendas, and ensure all relevant documentation is complete and up to date

Document client interactions, meeting notes, and follow-up tasks accurately within the firm’s CRM and planning systems

Assist with account administration, including account openings, transfers, money movement, and general servicing needs

Maintain accurate client records, financial data, and documentation across planning, portfolio, and custodial platforms

Execute post-meeting follow-ups and ensure all client action items are completed in a timely manner

Utilize firm technology and workflows to manage tasks efficiently and support operational excellence

Adhere to firm policies, compliance standards, and confidentiality requirements while supporting ongoing professional development

Qualification

Client relationship buildingBilingual - SpanishOrganizational skillsCommunication skillsService-oriented mindsetEmotional presenceManage prioritiesAttention to detailReliability

Required

Strong organizational skills and attention to detail

Excellent written and verbal communication skills

Professional, warm, and service-oriented demeanor

Ability to manage multiple priorities in a fast-paced, client-focused environment

High degree of reliability, accountability, and emotional presence

Desire to build long-term relationships with clients and grow within a team

Preferred

Bilingual – Spanish speaking

Experience in wealth management, banking, trust services, insurance, accounting, or other professional services

Exposure to client-facing roles in high-touch service environments

Interest in pursuing professional licenses or credentials over time

Benefits

Paid time off and paid holidays

Health, life, and disability insurance

Retirement plan with employer contributions

Profit sharing opportunities

Support for professional development and continuing education

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