Sanctuary Wealth · 9 hours ago
Wealth Management Client Service Associate
Aliso Viejo, CA
Full-time
Onsite
Entry Level
$30/hr - $36/hr
1+ years expAuric Capital Partners is a newly founded firm focused on delivering a personalized client experience in wealth management. The Wealth Management Client Service Associate will support Financial Advisors by managing client service operations and ensuring a high-quality service experience.
Financial Services
Responsibilities
Provide high-quality, responsive service to clients via phone, email, text and in person
Act as a primary point of contact for client inquiries and requests
Support client onboarding, account openings, transfers, and account maintenance processes
Prepare, verify, and submit documentation
Process money movement transactions (ACH, wires, checks, journals, distributions, etc.) accurately and efficiently
Maintain detailed client records in CRM and custodial platforms
Assist with meeting preparation, reports, agendas, and follow-up notes
Monitor account alerts and resolve basic account or service issues, and escalate complex matters to operations, supervisor or compliance
Support document management and regulatory recordkeeping
Collaborate with advisors, operations, and compliance to ensure operational excellence
Proactively identify opportunities to improve client experience and internal processes
Participate in EOS (Entrepreneurial Operating System) based committee meetings
Qualification
Required
1–3 years of experience in financial services, wealth management, or client service preferred
Strong written and verbal communication skills
Highly organized, detail-oriented, and able to manage multiple tasks
Client-focused with a professional demeanor and strong follow-through
Comfortable working with CRM systems, custodial platforms, and Microsoft Office
Team-oriented, trustworthy, and able to handle confidential information with discretion
Ability to work effectively both independently and as part of a collaborative team
Preferred
Knowledge of investment and banking products a plus
Growth-oriented and open to ongoing learning and development
Benefits
Health, dental, vision, life, and wellness benefits
401(k) with 5% employer match
15 days of vacation and 6 sick days annually
Discretionary bonus and profit-sharing eligibility
Career growth opportunities
Company-provided laptop
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