Client Service Associate (Wealth Management)

Sanctuary Wealth•Fort Myers, FL

36d•Onsite

About The Position

The Client Service Associate serves as a key member of the client service and operations team, supporting advisors and clients throughout the lifecycle of the relationship. This role is ideal for someone with previous experience in wealth management, banking, financial services, or a highly professional client-facing environment who enjoys building relationships, solving problems, and delivering exceptional service. The ideal candidate is organized, detail-oriented, proactive, and eager to learn. They enjoy being part of a collaborative team, taking ownership of their work, and are looking for a long-term opportunity within a growing independent wealth management firm. This is not an advisor-track position. We are seeking someone who genuinely enjoys client service, operations, relationship support, and becoming an integral part of a high-performing wealth management team.

Requirements

0-3+ years of experience in wealth management or financial services
Strong client service orientation with exceptional verbal and written communication skills
High level of professionalism, discretion, and attention to detail
Strong organizational skills with the ability to manage multiple priorities simultaneously
Ability to work independently while also thriving in a collaborative team environment
Proficiency with Microsoft Outlook, Word, Excel, and Teams
Demonstrated ability to learn new systems and technology platforms quickly
Positive attitude, strong work ethic, and willingness to support the broader team
Ability to work onsite full-time in Fort Myers, FL

Nice To Haves

Previous experience supporting financial advisors, wealth managers, RIAs, broker-dealers, or private banking teams
Series 7 and/or Series 66 licenses (or willingness to pursue licensing)
Experience working with BNY Pershing and/or Charles Schwab Advisor Services
Familiarity with custodial account servicing, ACAT transfers, money movement requests, and account maintenance workflows.
Associate's or Bachelor's degree
Understanding of financial planning, investment management, retirement planning, or wealth management concepts.

Responsibilities

Serve as a primary point of contact for client service requests, questions, and account-related needs
Deliver a white-glove client experience through timely, professional, and accurate communication
Build trusted relationships with clients and proactively assist in resolving service issues
Coordinate client meetings, prepare meeting materials, and support advisors before and after client interactions
Assist with client onboarding and ensure a seamless transition for new relationships
Maintain accurate and detailed client records and documentation
Process account paperwork, client forms, and operational requests
Assist with money movement requests, check deposits, rollovers, and account maintenance activities
Coordinate with custodians and third-party providers as needed
Support account reviews, service initiatives, and ongoing client maintenance activities
Ensure compliance with firm policies, procedures, and regulatory requirements
Partner closely with advisors and fellow client service professionals to support daily operations
Assist with scheduling, workflow management, and internal coordination efforts
Support client events, educational seminars, and relationship-building initiatives as needed
Identify opportunities to improve processes, increase efficiency, and enhance the client experience
Work closely with all members of the firm to support business operations
Proactively identify meaningful tasks and opportunities to support the team when immediate priorities are complete.
Contribute ideas for improving client service, efficiency, and firm operations
Take ownership of responsibilities and seek opportunities to learn and grow