Client Service Associate - Wealth Management
Sanctuary Wealth is hiring for Client Service Associate - Wealth Management in Indianapolis, IN. Junior level. First seen September 16, 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
- Indianapolis, IN
- Level
- Junior
- First seen
- September 16, 2026
- Listed via
- Paylocity
What the posting says
Description 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. Key Responsibilities · 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. · Support the financial advisory team…
Read more and apply on Sanctuary Wealth's site
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