Client Service Coordinator at Sanctuary Wealth Group LLC

Carmel, Indiana, United States -

Full Time

Start Date

Immediate

Expiry Date

07 May, 26

Salary

65000.0

Posted On

06 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Organization, Proactivity, Attention to Detail, Communication, Teamwork, Accountability, Curiosity, Coachability, Time Management, Task Tracking, Follow-Up, Problem Solving, Adaptability, Service Orientation, Reliability

Industry

Financial Services

Description

Description Client Service Coordinator Location: Carmel, IN (In-office) Experience: N/A – We are looking for the right candidate with drive, energy, and tenacity to join our team. We are open to career changers, entry-level individuals, etc. Pay Range: $55,000 -$65,000 + 4% Annual Bonus & Discretionary Firm Bonuses Join Our Team at Cooke Financial Group At Cooke Financial Group, you’ll be part of a nationally recognized wealth management firm with deep roots and a forward-thinking culture. Since 1969, our mission has been to help clients achieve financial peace of mind through objective, fiduciary advice - a commitment reflected in how we partner with clients and how we invest in our people. We believe exceptional results aren’t driven by titles or industry pedigree alone - they come from curiosity, collaboration, and character. Whether you’re just starting your career or ready for a meaningful next step, Cooke Financial Group offers a supportive environment where your efforts are visible and your growth is valued. About the Role - This entry-level wealth management role is ideal for someone looking to build a career in financial services while learning from a collaborative, high-performing team. The Client Service Associate focuses on execution, follow-ups, and paperwork - freeing up Senior Client Associates and Advisors to focus on higher-level client needs. This role is especially well-suited for career changers (teachers, educators, former athletes, or professionals from other industries) who are organized, proactive, and service minded. Your Role & Responsibilities Handle client paperwork, forms, and account maintenance tasks with accuracy and timeliness Manage follow-ups, task tracking, and internal coordination to ensure nothing falls through the cracks Support Senior Client Associates with day-to-day operational and administrative work Assist with meeting preparation, document organization, and post-meeting follow-up Maintain clean, accurate client records in firm systems Communicate professionally with internal team members and, over time, with clients as appropriate Take ownership of assigned responsibilities and proactively ask questions to learn and improve Requirements What Success Looks Like Senior CAs and Advisors trust you to execute reliably Tasks are completed quickly, accurately, and without reminders You consistently look for ways to help the team beyond your immediate assignments You demonstrate growth, curiosity, and coachability Ideal Candidate Profile (Non-Negotiables) Team-first mindset with a strong sense of accountability High energy, urgency, and work ethic Self-starter who asks questions and seeks feedback Service-oriented and detail-focused Comfortable starting in an in-office, highly accountable environment No prior financial services experience required. Why Join Cooke Financial: Competitive entry-level base salary: $55,000-$65,000 + 4% Annual Bonus & Discretionary Firm Bonuses Potential to receive a market adjustment/increase of base salary upon completion of licensing Opportunity to pursue licensing (SIE, Series 7, Series 63) after demonstrating strong performance 401k/Roth 401k Defined Contribution Plan with a Safe Harbor contribution & profit sharing potential 20 days PTO + Paid Holidays Full Benefits Package (medical, vision, dental, and life insurance) Continued career growth is supported and encouraged Access to top-tier industry talent & mentors Culture fit, attitude, and effort matter more than resumes

Responsibilities

The Client Service Coordinator will handle client paperwork, manage follow-ups, and support Senior Client Associates with operational tasks. This role focuses on execution and organization to ensure smooth client service operations.