Sanctuary Wealth · 12 hours ago
Client Service Coordinator
Carmel, IN
Full-time
Onsite
New Grad, Entry Level
$55K/yr - $65K/yrSanctuary Wealth is a nationally recognized wealth management firm dedicated to helping clients achieve financial peace of mind. The Client Service Coordinator role focuses on managing client paperwork, supporting Senior Client Associates, and ensuring efficient operations within the team.
Financial Services
Responsibilities
Handle client paperwork, forms, and account maintenance tasks with accuracy and timeliness
Manage follow-ups, task tracking, and internal coordination to ensure nothing falls through the cracks
Support Senior Client Associates with day-to-day operational and administrative work
Assist with meeting preparation, document organization, and post-meeting follow-up
Maintain clean, accurate client records in firm systems
Communicate professionally with internal team members and, over time, with clients as appropriate
Take ownership of assigned responsibilities and proactively ask questions to learn and improve
Qualification
Required
Drive, energy, and tenacity
Organized, proactive, and service minded
Handle client paperwork, forms, and account maintenance tasks with accuracy and timeliness
Manage follow-ups, task tracking, and internal coordination to ensure nothing falls through the cracks
Support Senior Client Associates with day-to-day operational and administrative work
Assist with meeting preparation, document organization, and post-meeting follow-up
Maintain clean, accurate client records in firm systems
Communicate professionally with internal team members and, over time, with clients as appropriate
Take ownership of assigned responsibilities and proactively ask questions to learn and improve
Team-first mindset with a strong sense of accountability
High energy, urgency, and work ethic
Self-starter who asks questions and seeks feedback
Service-oriented and detail-focused
Comfortable starting in an in-office, highly accountable environment
Benefits
401k/Roth 401k Defined Contribution Plan with a Safe Harbor contribution & profit sharing potential
20 days PTO + Paid Holidays
Full Benefits Package (medical, vision, dental, and life insurance)
Continued career growth is supported and encouraged
Access to top-tier industry talent & mentors
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
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