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Temporary Contract Client Associate (Transition Support) at Sanctuary Wealth Group LLC

Berwyn, Pennsylvania, United States -

Full Time

Start Date

Immediate

Expiry Date

03 May, 26

Salary

70.0

Posted On

02 Feb, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Wealth Management, Operational Support, Administrative Support, Account Management, Compliance, Custodial Platforms, Transition Support, Money Movement, Professionalism, Responsiveness, Workflow Stabilization, Independent Work, Execution Focused, Calm Under Pressure, Advisor Support

Industry

Financial Services

Description

Description Temporary Contract Client Associate (Transition Support) Title: Temp Contract Client Associate (Wealth Management) Location: Berwyn, PA / Suburban Philadelphia, PA (Primarily on-site) Employment Type: Contract / Temporary (3–6 months, potential extension) Overview - We are seeking a seasoned Client Associate to provide short-term, high-level support during a business transition. This role is ideal for an experienced professional who can step in quickly, operate independently, and maintain continuity of service for clients during a period of growth and change. This is not an entry-level temp role - we are looking for someone confident, capable, and steady under pressure. Key Responsibilities Provide immediate operational and administrative support to ensure uninterrupted client service Assist with account openings, transfers, money movement, and maintenance requests Serve as a client-facing contact, maintaining professionalism and responsiveness Support compliance-related tasks and documentation Help stabilize workflows and support the Advisor during a transition period Requirements Ideal Candidate Profile 5–15+ years of experience in wealth management client service Prior experience supporting advisors through transitions or breakaways strongly preferred Comfortable working independently with minimal ramp-up Strong familiarity with custodial platforms (GSAS experience a plus) Calm, reliable, and execution-focused Compensation Hourly Rate: $45 - $70/hour Higher end reserved for candidates with GSAS experience or prior transition support Flexible contract length depending on needs and performance

Responsibilities

The Client Associate will provide immediate operational and administrative support to ensure uninterrupted client service and assist with account openings, transfers, and maintenance requests. They will also serve as a client-facing contact and support compliance-related tasks during a business transition.