Wealth Management Client Associate presso Sanctuary Wealth Group LLC

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