Sanctuary Wealth · 9 hours ago
Client Associate – Remote
United States
Full-time
Remote
Mid, Senior Level
$70K/yr - $100K/yr
4+ years expSanctuary Wealth is dedicated to helping clients make confident financial decisions. They are seeking an experienced Client Associate to support an advisor in delivering a high-touch, white-glove client experience while managing various operational responsibilities.
Financial Services
Responsibilities
Manage end-to-end account openings, transfers, and maintenance, with a heavy focus on Fidelity workflows
Process time-sensitive money movement, including wires and transfers, with a high degree of accuracy
Serve as a primary operational support partner to the advisor
Confidently handle phone-based client interactions, including complex or sensitive requests
Manage all client service and account administration, including: Account openings and maintenance Money movement (wires, journals, transfers) Custodian coordination and follow-up Required documentation and paperwork processing
Act as a reliable point of contact for client-related operational requests
Maintain accurate and up-to-date records in the CRM (Wealthbox experience preferred)
Execute and manage ongoing task workflows to ensure nothing falls through the cracks
Support client meeting preparation as needed (reports, documents, follow-ups)
Maintain a high level of responsiveness, accuracy, and professionalism
Identify opportunities to improve workflows, documentation processes, and operational efficiency
Qualification
Required
Several years of experience (4+) in wealth management, RIA, or financial services
Experience as a Client Associate, Senior Client Associate, or similar role
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
Preferred
Registration preferred (Series 7/63 or 66)
Deep familiarity with custodial platforms (Fidelity strongly preferred)
Wealthbox experience preferred
Benefits
Benefits package
Remote
Stable, consistent schedule with a high degree of trust and autonomy
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.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Adam Malamed
Chief Executive Officer
David Vaughan
Chief Financial Officer
Recent News
2024-04-10
2024-03-11
Company data provided by crunchbase