What are the responsibilities and job description for the Client Service Associate - Wealth Management position at Sanctuary Wealth?
Description
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.
Key Responsibilities
Between 2-5 years of experience in client services, financial services, banking or administrative roles.
Experience with Wealthbox and E-Money
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.
Key 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.
- 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.
- 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.
Between 2-5 years of experience in client services, financial services, banking or administrative roles.
Experience with Wealthbox and E-Money