Part-Time Client Associate (Wealth Management) at Sanctuary Wealth Group LLC

Minnetonka, Minnesota, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Aug, 26

Salary

95000.0

Posted On

20 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Onboarding, Account Maintenance, Money Movement, Client Communication, Wealthbox CRM, Compliance Documentation, Financial Data Preparation, KYC Processes, Risk Tolerance Frameworks, Custodial Platform Management

Industry

Financial Services

Description

Description Part-Time Client Associate (Wealth Management) Location: Carlson Towers, Minnetonka, MN Type: Hybrid (2-3 days/week in office preferred) Experience: 4+ years of Wealth Management Experience Schedule: Approximately 20 to 30 hours per week; open to flexibility based on mutual fit Pay Range: $75,000-$95,000 Annual Salary Equivalent (prorated to hours worked) + Discretionary Bonus Potential Firm: NewSpring Wealth Partners Join Our Team at NewSpring Wealth Partners - At NewSpring Wealth Partners , we believe wealth management should feel personal, empowering, and deeply relationship-driven. As an independent, planning-focused firm, we work closely with successful individuals and families to simplify financial complexity, create clarity, and help clients pursue what matters most to them. About the Role - We are seeking a highly organized, proactive, and client-centric Part-Time Client Associate to support our growing practice. This role is ideal for someone who thrives in a collaborative and flexible environment, values professionalism and responsiveness, and enjoys being an integral part of delivering an exceptional client experience. This opportunity is intentionally designed with flexibility in mind. We are open to candidates seeking a part-time schedule, reduced full-time hours, or a flexible structure that may evolve over time based on business needs and mutual fit. Whether you are an experienced Client Associate looking for greater work-life balance, returning to the workforce, or seeking a more personalized team culture, we would love to connect. Responsibilities Support client onboarding processes, including account opening, custodial paperwork, and coordination with Schwab to ensure a smooth and timely experience Handle ongoing account maintenance requests, including transfers, distributions, beneficiary updates, and other service-related changes with accuracy and attention to detail Coordinate and confirm client money movements promptly and securely while adhering to firm procedures and compliance standards Serve as a key point of contact for clients, managing inbound and outbound communication with professionalism, warmth, responsiveness, and confidence Communicate with clients clearly and thoughtfully in writing, including follow-up correspondence, meeting recaps, service updates, and requests for information Prepare materials and documentation for client review meetings, including account summaries, financial data, and tracking of outstanding action items Maintain accurate and organized client records within Wealthbox CRM, ensuring all interactions and updates are documented appropriately Assist with compliance-related documentation, operational workflows, and internal administrative processes to support the broader advisory team Collaborate closely with advisors and team members to help deliver a high-touch, white-glove client experience across all stages of the relationship Requirements Ideal Profile / Experience Four or more years of client service experience in wealth management or financial services is preferred. Platform experience matters less than a strong grasp of the fundamentals: Account types and structures (individual, joint, IRA, trust, and similar) Account opening, onboarding, and KYC processes Risk tolerance frameworks and money movement workflows Confident, professional phone communication with clients Polished written communication: the ability to draft a client email or meeting recap that is clear, warm, and accurate on the first pass Custodial platform experience (Schwab, Fidelity, or equivalent) is a plus, not a requirement. Wirehouse and broker-dealer backgrounds translate well. A Series 65 or 66 is a plus but not required. Beyond technical knowledge, we are looking for someone who is organized, proactive, and client-first. The ideal candidate takes ownership, communicates without being prompted, and takes pride in getting the details right. Schedule & Flexibility We recognize that exceptional talent does not always fit into a traditional 8:00 AM – 5:00 PM structure. This role is intentionally designed with flexibility and sustainability in mind. We are open to discussing schedules ranging from approximately 25-40 hours per week depending on candidate preference, experience level, and long-term fit. Examples may include: Reduced full-time schedules Flexible daytime hours School-friendly schedules Hybrid flexibility Opportunities to evolve responsibilities and hours over time Our goal is to create a mutually beneficial structure that allows team members to perform at a high level while maintaining balance and flexibility in their personal lives. Benefits Medical, dental, and vision insurance for employees working 30 or more hours per week Group life and group disability insurance for employees working 30 or more hours per week 401(k) with 3% safe harbor contribution, available to all employees regardless of hours worked Prorated paid time off Why Join NewSpring? Boutique, independently owned RIA with a strong, established client base Work directly alongside an experienced advisor in a high-trust environment Flexible scheduling built around outcomes Small-team culture where your contributions are visible and valued

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Responsibilities

Support client onboarding, account maintenance, and secure money movements while serving as a professional point of contact for clients. Maintain accurate records in Wealthbox CRM and prepare documentation for client review meetings.