Client Service Associate - Wealth Management

Sanctuary Wealth Group LLC•Indianapolis, IN

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.