What are the responsibilities and job description for the Wealth Management Client Service Associate position at Sanctuary Wealth?
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
Qualifications
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.
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
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
- 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
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.
Salary : $60,000 - $70,000