Client Service & Operations Associate

Sanctuary Wealth Group LLC•Radnor Township, PA

1d•Onsite

About The Position

Client Service & Operations Associate Location: Radnor, PA (In-office) Compensation Range: Competitive base salary commensurate with experience + annual discretionary bonus potential Type: Full-Time Flexibility: Potential for hybrid flexibility following initial training period and successful onboarding Join Our Team at Eclipse Private Wealth Management - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Eclipse Private Wealth Management, our approach is rooted in integrity, collaboration, and deeply personal relationships with multi-generational families. We are a growing, high-touch advisory practice operating under Sanctuary Wealth, serving a select group of households with a strong emphasis on financial planning, investment strategy, and long-term trust. As we continue to scale, we are building a team of highly organized, execution-driven professionals who take pride in operational excellence, proactive client service, and seamless behind-the-scenes support. This role is ideal for someone who thrives in a fast-moving, team-oriented environment, enjoys structure and process, and is motivated by the opportunity to grow long-term within a high-performing wealth management practice. Position Overview - Eclipse Private Wealth Management is seeking a Client Service & Operations Associate to serve as a critical support pillar across client service, operational execution, and marketing coordination. This individual will work closely with the advisory team and senior client service professionals to ensure smooth execution of day-to-day client servicing needs, operational workflows, and firm-wide communication efforts. The role blends administrative precision, client experience, and light marketing coordination into one highly impactful position.

Requirements

2–5+ years of experience in wealth management, financial services, RIA operations, or client service
Strong understanding of financial services (accounts, investments, basic market knowledge)
Familiarity with custodial platforms (Pershing, Schwab, etc.)
CRM experience (Wealthbox, Salesforce, or similar preferred)
Strong communication skills, both written and verbal
Highly organized, detail-oriented, and able to manage multiple priorities simultaneously
Proactive, self-directed, and comfortable in a fast-paced, small-team environment
Must be client-service oriented with strong emotional intelligence and professionalism

Nice To Haves

Preference for Series 7 and 66/65 or willingness to obtain.

Responsibilities

Answer and triage incoming client calls and inquiries with professionalism and urgency
Schedule client meetings, internal reviews, and wholesaler meetings
Support daily client service workflows and task tracking (including Jira or equivalent systems)
Maintain and organize client records, documentation, and books & records
Support onboarding workflows, account maintenance, and service requests
Coordinate with custodians and internal teams to resolve service issues
Process and track wires, ACHs, checks, and deposits (per firm policy and approvals)
Maintain accurate check logs and transaction records
Support account opening, transfers, and maintenance paperwork
Ensure accuracy and completeness of all client service documentation
Serve as liaison with external marketing partners
Support execution of: Client email communications and newsletters Social media scheduling and content posting Website updates and content maintenance
Maintain a consistent marketing calendar and communication cadence
Assist in light content customization and coordination across platforms
Coordinate client “good & welfare” outreach (birthdays, life events, condolences, milestones)
Support a high-touch client experience through proactive communication follow-up
Help ensure timely and consistent client servicing across the team
Assist with client technology troubleshooting
Manage FedEx and outgoing mail coordination
Support building-related issues and vendor coordination as needed
Oversee administrative workflows and internal task queues

Benefits

Competitive base salary with discretionary annual bonus
Opportunity to join a growing, multi-generational advisory practice at a pivotal scaling stage
Direct exposure to senior advisors and high-net-worth client relationships
Collaborative, team-oriented environment rooted in trust and accountability
Opportunity to help shape and build internal processes and client experience infrastructure
Opportunity for professional mentorship
Long-term growth potential within operations, client service, or marketing support tracks
Health, dental, vision insurance – 100% Employer Paid
401(k) eligibility + Employer Match
Paid time off
Firm-supported professional development