Entry-Level Client Associate Contract (Wealth Management)

Sanctuary Wealth Group LLC•Chicago, IL

1d•Onsite

About The Position

We are seeking a highly motivated, detail-oriented Client Associate to support a growing wealth management team serving high-net-worth clients on a temporary contract basis for the summer. This role is expected to run for approximately 3 to 4 months, with a formal review at the conclusion of the assignment to assess ongoing business needs and potential for extension or transition into a full-time opportunity. This individual will play a critical role in delivering a seamless client experience and supporting advisors with day-to-day operations. The position offers valuable, hands-on exposure to financial planning, investment operations, and client relationship management within a fast-paced, team-oriented environment. While initially structured as a short-term engagement, this role provides strong visibility into a long-term career path within wealth management, including potential progression into client service, paraplanning, or advisory roles depending on performance and firm needs.

Requirements

0–2+ years of experience in financial services, banking, customer service, or operations
Strong attention to detail and organizational skills
Excellent communication and interpersonal skills
High level of professionalism and discretion

Nice To Haves

Internship or exposure to wealth management, RIAs, or brokerage environments
Bachelor’s degree (Finance, Business, Economics preferred but not required)
Familiarity with CRM systems or financial platforms
Interest in pursuing securities licenses (SIE, Series 7/66)

Responsibilities

Serve as a primary point of contact for client service requests (account maintenance, transfers, distributions, onboarding)
Deliver a high-touch, white-glove experience aligned with HNW/UHNW client expectations
Manage inbound client communications and proactively follow up on outstanding requests
Prepare and coordinate client meeting materials, including performance reports and presentations
Open and maintain brokerage and advisory accounts (custodians such as Fidelity, Schwab, Fidelity)
Process money movements, ACAT transfers, beneficiary updates, and required documentation
Ensure accuracy and compliance across all client records and transactions
Coordinate with custodians and internal operations teams to resolve issues efficiently
Support advisors in preparing for client meetings, including data gathering and analysis
Maintain CRM (e.g., Salesforce, Redtail, Wealthbox) with accurate client notes and activities
Assist in workflow management, pipeline tracking, and task prioritization
Partner with senior team members on special projects and process improvements
Participate in training toward industry licensing (SIE, Series 7, Series 66 – if applicable)
Build foundational knowledge of financial planning, investments, and client service best practices
Progress toward more client-facing responsibilities over time