Client Associate (Wealth Management)
Sanctuary Wealth is hiring for Client Associate (Wealth Management) in Charlotte, NC. Senior level. First seen August 25, 2026; open as of November 8, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- Sanctuary Wealth
- Where
- Charlotte, NC
- Level
- Senior
- First seen
- August 25, 2026
- Listed via
- Paylocity
What the posting says
Position Overview - YellowWood is seeking a Senior Client Service Associate to provide advanced client service, operational leadership, and advisor support for a high-performing wealth management team. This role serves as a senior resource for clients, advisors, custodians, and internal partners, helping ensure complex service needs, account activity, and client workflows are handled with accuracy, urgency, and professionalism. You will take ownership of high-priority client requests, help manage risk through strong documentation and compliance awareness, and serve as a trusted partner to…
Read more and apply on Sanctuary Wealth's site
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