Client Service Associate - Wealth Management

Sanctuary Wealth • Indianapolis, IN

2d

About The Position

As a Client Service Associate, you will play a key role in ensuring our clients feel valued and supported throughout their journey with us. Your friendly demeanor, problem-solving skills, and attention to detail will help us maintain the high level of service Lions Wealth is known for.

Requirements

• A friendly, people-oriented personality with a passion for delivering exceptional client experiences in a team environment.
• Strong verbal and written communication skills.
• Detail-oriented with great follow-through and the ability to manage multiple tasks efficiently, always looking to systematize, organize, and improve.
• Proficiency in Microsoft Office, CRM technologies, and an eagerness to learn new technologies in the wealth management space.
• Between 2-5 years of experience in client services, financial services, banking or administrative roles.
• Experience with Wealthbox and E-Money

Responsibilities

• Serve as the first point of contact for client inquiries, ensuring a welcoming and professional experience.
• Build and maintain strong relationships with clients by anticipating their needs and providing timely, proactive communication.
• Support the financial advisory team with administrative tasks, such as preparing meetings, preparing documents, and managing client records.
• Assist with onboarding new clients, ensuring a seamless and positive transition.
• Help plan and execute client events, ensuring details are handled with care to create memorable experiences.
• Outgoing communication: Assist the team with account maintenance and updates, which will include communicating with clients and third parties, such as accountants, attorneys, insurance companies, 529 companies, etc.
• Support marketing efforts by assisting with client communications, newsletters, social media, and other outreach initiatives.
• Collaborate with team members to actively improve client service processes and implement best practices.

Benefits

• A supportive, team-focused environment where your contributions are valued.
• Opportunities for professional growth and development and career advancement.
• Competitive compensation and benefits package.
• The chance to make a difference in the lives of our clients and their families daily.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed