Wealth Management Client Associate at Sanctuary Wealth Group LLC

Cleveland, Ohio, United States -

Full Time

Start Date

Immediate

Expiry Date

01 Feb, 26

Salary

65000.0

Posted On

03 Nov, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Support, Communication Skills, Organizational Abilities, Calendar Management, Report Preparation, Record Maintenance, Office Supply Management, Front-Office Support, Client Onboarding, Administrative Tasks, Financial Terminology, Time Management, Confidentiality, Microsoft Office Suite, Team Collaboration, Attention to Detail

Industry

Financial Services

Description

Description About Us - Alluvial Private Wealth is seeking a proactive and detail-oriented Client Associate to join our dynamic financial services team. In this on-site role based in Cleveland, Ohio, you'll play a key part in supporting clients by delivering exceptional service and assisting with the management of their financial needs. Success in this position requires strong communication skills to build client relationships, and excellent organizational abilities to keep operations running smoothly and efficiently across the team. Skills Assist clients with inquiries regarding their accounts, investments, and financial products. Manage calendars, schedule meetings, and coordinate appointments Answer and direct phone calls and emails professionally Prepare reports, memos, invoices, and other documents Maintain accurate records of client interactions and transactions. Maintain organized filing systems (digital and physical) Order and track office supplies Greet visitors and provide excellent front-office support Support client onboarding by helping gather required documentation and assisting with account setup to ensure a seamless transition. Support team projects and handle ad hoc administrative tasks Open and prepare the office each morning, including unlocking doors, turning on lights, and ensuring readiness for the day. Assist with incoming calls, including answering the 800-line, and managing front desk responsibilities for client walk-ins. Apply basic knowledge of financial terminology (e.g., IRAs, RMDs) to support client interactions effectively. Excellent organizational and time management abilities Ability to handle confidential information with discretion Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Strong communication skills, both verbal and written, to interact effectively with clients and team members Ability to work independently as well as collaboratively within a team environment High school diploma or equivalent (Associate’s degree preferred but not required) High attention to detail and strong client service orientation Requirements Compensation & Benefits Salary: $60,000 – $65,000 annually + potential discretionary firm bonus Job Type: Full-time 401(k) Health insurance Dental insurance Vision insurance Health savings account Paid parental leave 10 days paid time off (PTO) + paid company holidays Full-time salaried role 8-hour shift Day shift Monday to Friday No travel required Work Location: On-site, Cleveland, OH. Monday-Friday

Responsibilities

The Client Associate will support clients by addressing inquiries related to their accounts and financial products while managing schedules and communications. This role also involves maintaining organized records and assisting with client onboarding to ensure a seamless transition.