What are the responsibilities and job description for the Client Service Associate (Wealth Management) position at Sanctuary Wealth?
Description
Client Service Associate (Wealth Management)
Location: Fort Myers, FL
Work Model: Full-Time | In-Office Monday-Friday
Hiring Firm: 1280 Financial Partners
Experience: Open to a range of experience levels | Wealth Management, Financial Services, or Banking Client Service Environments
Compensation: Competitive compensation package commensurate with experience, qualifications, and overall fit.
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.
Your Role & Responsibilities
Client Service & Administrative Support
What We’re Looking For
Required Qualifications
Founded by a team of advisors who collectively managed approximately $2 billion in client assets prior to launching the firm, 1280 Financial Partners combines the resources and sophistication of a large wealth management organization with the culture and accessibility of a boutique practice. Our team has been recognized among Forbes Best-in-State Wealth Management Teams and is built on a foundation of integrity, accountability, transparency, and exceptional client service.
Why Join 1280 Financial Partners?
They value relationships, communicate professionally, and understand that exceptional client service is at the heart of a successful wealth management practice. Most importantly, they are looking for more than just their next job; they are looking for an opportunity to become an integral part of a growing team and a trusted resource for clients and colleagues alike.
Client Service Associate (Wealth Management)
Location: Fort Myers, FL
Work Model: Full-Time | In-Office Monday-Friday
Hiring Firm: 1280 Financial Partners
Experience: Open to a range of experience levels | Wealth Management, Financial Services, or Banking Client Service Environments
Compensation: Competitive compensation package commensurate with experience, qualifications, and overall fit.
- The team is open to considering both entry-level candidates seeking to build a career in wealth management as well as more experienced Client Service Associates who can contribute at a higher level from day one. Comprehensive benefits and discretionary bonus potential included.
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.
Your Role & Responsibilities
Client Service & Administrative Support
- 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
What We’re Looking For
Required Qualifications
- 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
- 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.
Founded by a team of advisors who collectively managed approximately $2 billion in client assets prior to launching the firm, 1280 Financial Partners combines the resources and sophistication of a large wealth management organization with the culture and accessibility of a boutique practice. Our team has been recognized among Forbes Best-in-State Wealth Management Teams and is built on a foundation of integrity, accountability, transparency, and exceptional client service.
Why Join 1280 Financial Partners?
- Join a rapidly growing independent wealth management firm
- Work alongside a highly experienced team of advisors and wealth management professionals
- Competitive compensation and bonus opportunity
- Comprehensive benefits package
- Long-term career stability and growth potential
- Collaborative, team-oriented culture
- Direct exposure to firm leadership and decision-makers
- Opportunity to make a meaningful impact on clients' financial lives
They value relationships, communicate professionally, and understand that exceptional client service is at the heart of a successful wealth management practice. Most importantly, they are looking for more than just their next job; they are looking for an opportunity to become an integral part of a growing team and a trusted resource for clients and colleagues alike.