Sanctuary Wealth · 1 day ago
Senior Client Associate
Berwyn,PA,US
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $100K/yr
7+ years expSanctuary Wealth is a growing independent wealth management practice serving high-net-worth and ultra-high-net-worth families. The Senior Client Associate will provide operational and relational support, ensuring a seamless experience for clients while partnering closely with the Founder during a significant business transition.
Financial Services
Responsibilities
Serve as a primary point of contact for clients, delivering a warm, professional, and highly personalized service experience
Build long-term client relationships rooted in trust, consistency, and genuine care (remembering families, life events, preferences, and priorities)
Proactively communicate with clients regarding account activity, paperwork status, follow-ups, and next steps
Coordinate meeting logistics, prepare materials, and ensure all client interactions are smooth and well-prepared
Open, transfer, and maintain client accounts with accuracy and urgency
Handle money movement requests, distributions, beneficiary updates, and account maintenance
Monitor and resolve account discrepancies, variances, and operational issues before they escalate
Maintain meticulous records and documentation in accordance with compliance and firm standards
Support compliance processes through recordkeeping and coordination with external providers
Assist with audit preparation and regulatory documentation requests
Maintain confidentiality and professional discretion at all times
Qualification
Required
7–15+ years of experience as a Client Associate, Client Service Manager, or similar role in wealth management
Experience working in high-net-worth or ultra-high-net-worth client environments
Strong operational background with deep understanding of brokerage, RIA, or custodial platforms
Strong familiarity with custodial platforms (Fidelity, Pershing, Goldman/ GSAS preferred)
Naturally relational, empathetic, and client-centered - not transactional
Exceptionally organized, detail-oriented, and proactive
Comfortable operating with autonomy and ownership in a founder-led environment
Benefits
Flexible hybrid work arrangement once fully onboarded
Competitive benefits package (health insurance, retirement plan, paid time off)
Willingness to pay a signing or transition stipend for the right hire
Company
Sanctuary Wealth
Sanctuary Wealth (sanctuarywealth.com) is the advanced platform for elite advisors with the entrepreneurial spirit to build, own and create lasting equity in their practices while delivering clients the tailored service they deserve.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Adam Malamed
Chief Executive Officer
David Vaughan
Chief Financial Officer
Recent News
2024-04-10
2024-03-11
Company data provided by crunchbase