Wealth Management Client Service Associate at Sanctuary Wealth Group LLC

Aliso Viejo, California, United States -

Full Time

Start Date

Immediate

Expiry Date

28 Apr, 26

Salary

70000.0

Posted On

28 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Communication Skills, Organizational Skills, Detail-Oriented, CRM Systems, Teamwork, Trustworthiness, Confidentiality, Investment Knowledge, Banking Products, Problem Solving, Client Onboarding, Documentation, Account Management, Follow-Up, Proactive Improvement

Industry

Financial Services

Description

Description Wealth Management Client Service Associate Firm - Auric Capital Partners Location - Aliso Viejo, CA Full-time, in-office Compensation: $30/hr-$36/hr (This equates to $60,000–$70,000 annually) + discretionary bonus About Auric Capital Partners - Founded in 2022 by partners with decades of investment management experience, Auric Capital Partners was created to deliver an elevated, client-focused experience defined by a gold standard of service. We started with a simple belief: financial advice should feel personal. Leaving behind quotas, red tape, and one-size-fits-all solutions, we built a collaborative firm where advisors lead with empathy, deliver clarity, and build meaningful relationships. We serve founders, professionals, and families nationwide with sophisticated, tailored financial solutions. Wall Street, without the walls. Position Overview - We are seeking a motivated, detail-oriented Client Service Associate (CSA) to support our Wealth Management team. This role is ideal for someone who is client-focused, collaborative, outgoing and acts with integrity. Someone who looks beyond themselves to support clients and teammates while contributing to a respectful, professional culture. As a key member of the client service team, the CSA supports Financial Advisors by managing day-to-day client service operations and executing the firm’s service model through consistent, repeatable processes. Strong attention to detail, follow-up, and the ability to manage multiple priorities are essential for success. Key Responsibilities · Provide high-quality, responsive service to clients via phone, email, text and in person · Act as a primary point of contact for client inquiries and requests · Support client onboarding, account openings, transfers, and account maintenance processes · Prepare, verify, and submit documentation · Process money movement transactions (ACH, wires, checks, journals, distributions, etc.) accurately and efficiently · Maintain detailed client records in CRM and custodial platforms · Assist with meeting preparation, reports, agendas, and follow-up notes · Monitor account alerts and resolve basic account or service issues, and escalate complex matters to operations, supervisor or compliance · Support document management and regulatory recordkeeping · Collaborate with advisors, operations, and compliance to ensure operational excellence · Proactively identify opportunities to improve client experience and internal processes · Participate in EOS (Entrepreneurial Operating System) based committee meetings Requirements Qualifications · 1–3 years of experience in financial services, wealth management, or client service preferred · Strong written and verbal communication skills · Highly organized, detail-oriented, and able to manage multiple tasks · Client-focused with a professional demeanor and strong follow-through · Comfortable working with CRM systems, custodial platforms, and Microsoft Office · Team-oriented, trustworthy, and able to handle confidential information with discretion · Ability to work effectively both independently and as part of a collaborative team. · Knowledge of investment and banking products a plus · Growth-oriented and open to ongoing learning and development Benefits & Perks · Health, dental, vision, life, and wellness benefits · 401(k) with 5% employer match · 15 days of vacation and 6 sick days annually · Discretionary bonus and profit-sharing eligibility · Career growth opportunities · Company-provided laptop Why Join Us We offer a collaborative, client-centric environment where professionalism, trust, passion and a positive proactive mindset are valued and acknowledged. This role provides meaningful exposure to the wealth management industry, opportunities for growth, and the chance to make a direct impact on both clients and the broader team.

Responsibilities

The Client Service Associate supports Financial Advisors by managing day-to-day client service operations and executing the firm’s service model. Key tasks include providing responsive service to clients, processing transactions, and maintaining detailed client records.