What are the responsibilities and job description for the Lions Wealth - Client Service Associate position at Sanctuary Wealth?
Description
About Us
At Lions Wealth, we specialize in providing personalized financial strategies that empower our clients to achieve their dreams. With a focus on trust, integrity, and excellence, we pride ourselves on creating meaningful connections with our clients while delivering top-tier financial guidance.
Position: Client Service Associate
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
What We Are Looking For
About Us
At Lions Wealth, we specialize in providing personalized financial strategies that empower our clients to achieve their dreams. With a focus on trust, integrity, and excellence, we pride ourselves on creating meaningful connections with our clients while delivering top-tier financial guidance.
Position: Client Service Associate
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 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, 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.
- Collaborate with team members to actively improve client service processes and implement best practices.
What We Are Looking For
- A friendly, people-oriented personality with a passion for delivering exceptional client experiences in a team environment.
- Strong verbal and written communication skills.
- Detail-oriented with great follow-through and the ability to manage multiple tasks efficiently, always looking to systematize, organize and improve.
- Proficiency in Microsoft Office, CRM technologies, and an eagerness to learn new technologies in the wealth management space.
- Experience with Wealthbox and E-Money
- 2-5 years’ experience in client service, financial services, banking, or administrative roles is a plus but not required.
