Sanctuary Wealth · 12 hours ago
Temporary Contract Client Associate (Transition Support)
Berwyn, PA
Contract
Onsite
Senior Level
$45/hr - $70/hr
5+ years expSanctuary Wealth is seeking a seasoned Client Associate to provide short-term, high-level support during a business transition. This role requires an experienced professional who can operate independently and maintain continuity of service for clients during a period of growth and change.
Financial Services
Responsibilities
Provide immediate operational and administrative support to ensure uninterrupted client service
Assist with account openings, transfers, money movement, and maintenance requests
Serve as a client-facing contact, maintaining professionalism and responsiveness
Support compliance-related tasks and documentation
Help stabilize workflows and support the Advisor during a transition period
Qualification
Required
5–15+ years of experience in wealth management client service
Prior experience supporting advisors through transitions or breakaways strongly preferred
Comfortable working independently with minimal ramp-up
Strong familiarity with custodial platforms (GSAS experience a plus)
Calm, reliable, and execution-focused
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