Client Service Coordinator at Sanctuary Wealth Group LLC - FTE – Carmel, Indiana

Location: Carmel, IN (In-office)
Experience: N/A – We are looking for the right candidate with drive, energy, and tenacity to join our team. We are open to career changers, entry-level individuals, etc.

Pay Range: $55,000 -$65,000 + 4% Annual Bonus & Discretionary Firm Bonuses

Join Our Team at Cooke Financial Group

At Cooke Financial Group, you’ll be part of a nationally recognized wealth management firm with deep roots and a forward-thinking culture. Since 1969, our mission has been to help clients achieve financial peace of mind through objective, fiduciary advice - a commitment reflected in how we partner with clients and how we invest in our people.

We believe exceptional results aren’t driven by titles or industry pedigree alone - they come from curiosity, collaboration, and character. Whether you’re just starting your career or ready for a meaningful next step, Cooke Financial Group offers a supportive environment where your efforts are visible and your growth is valued.

About the Role - This entry-level wealth management role is ideal for someone looking to build a career in financial services while learning from a collaborative, high-performing team. The Client Service Associate focuses on execution, follow-ups, and paperwork - freeing up Senior Client Associates and Advisors to focus on higher-level client needs.

This role is especially well-suited for career changers (teachers, educators, former athletes, or professionals from other industries) who are organized, proactive, and service minded.

Your Role & Responsibilities

• Handle client paperwork, forms, and account maintenance tasks with accuracy and timeliness
• Manage follow-ups, task tracking, and internal coordination to ensure nothing falls through the cracks
• Support Senior Client Associates with day-to-day operational and administrative work
• Assist with meeting preparation, document organization, and post-meeting follow-up
• Maintain clean, accurate client records in firm systems
• Communicate professionally with internal team members and, over time, with clients as appropriate
• Take ownership of assigned responsibilities and proactively ask questions to learn and improve

What Success Looks Like

• Senior CAs and Advisors trust you to execute reliably
• Tasks are completed quickly, accurately, and without reminders
• You consistently look for ways to help the team beyond your immediate assignments
• You demonstrate growth, curiosity, and coachability

Ideal Candidate Profile (Non-Negotiables)

• Team-first mindset with a strong sense of accountability
• High energy, urgency, and work ethic
• Self-starter who asks questions and seeks feedback
• Service-oriented and detail-focused
• Comfortable starting in an in-office, highly accountable environment

No prior financial services experience required.

Why Join Cooke Financial:

• Competitive entry-level base salary: $55,000-$65,000 + 4% Annual Bonus & Discretionary Firm Bonuses
• Potential to receive a market adjustment/increase of base salary upon completion of licensing
• Opportunity to pursue licensing (SIE, Series 7, Series 63) after demonstrating strong performance
• 401k/Roth 401k Defined Contribution Plan with a Safe Harbor contribution & profit sharing potential
• 20 days PTO + Paid Holidays
• Full Benefits Package (medical, vision, dental, and life insurance)
• Continued career growth is supported and encouraged
• Access to top-tier industry talent & mentors
• Culture fit, attitude, and effort matter more than resumes