Hiring: Client Service Associate - Wealth Management Company: Sanctuary Wealth Location: Indianapolis, IN Job Posted Time: 2026-09-16 13:11:47 Target Skills & Keywords : Microsoft Office, Wealth Management About the job Experience: •2-5 years of experience in client services, financial services, banking or administrative roles. •5 years of experience in client services, financial services, banking or administrative roles. Required Skills: •As a Client Service Associate, you will play a key role in ensuring our clients feel valued and supported throughout their journey with us. Your friendly demeanor, problem-solving skills, and attention to detail will help us maintain the high level of service Lions Wealth is known for. •Serve as the first point of contact for client inquiries, ensuring a welcoming and professional experience. •Build and maintain strong relationships with clients by anticipating their needs and providing timely, proactive communication. •Actively facilitate and support financial advisory team with administrative tasks, such as preparing meetings, preparing documents, and managing client records. •Assist with onboarding new clients, ensuring a seamless and positive transition. •Help plan and execute client events, ensuring details are handled with care to create memorable experiences. •Outgoing communication: Assist the team with account maintenance and updates, which will include communicating with clients and third parties, such as accountants, attorneys, insurance companies, 529 companies, etc. •Support marketing efforts by assisting with client communications, newsletters, social media, and other outreach initiatives. Qualifications: •Between 2-5 years of experience in client services, financial services, banking or administrative roles. Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!