Entry-Level Client Associate Contract (Wealth Management) in Chicago, Illinois at Sanctuary Wealth Group LLC - FTE

Description:

Entry-Level Client Associate Contract (Wealth Management)

Location: Chicago, IL (Downtown; Located in a historic building in the Loop)

Pay Range: Hourly Rate-$25 - $32/hour (This is equivalent to an annualized salary of $50,000 – $65,000 base ; commensurate with experience)

Position: On-Site, Mon-Fri

Anticipated Start Date – Immediate, ideally within the next few weeks.

**Important - This is a 3 or 4-month contract role with the intention of evaluating long-term fit, with the potential to convert to a full-time position based on performance and team needs.

Position Overview - We are seeking a highly motivated, detail-oriented Client Associate to support a growing wealth management team serving high-net-worth clients on a temporary contract basis for the summer. This role is expected to run for approximately 3 to 4 months, with a formal review at the conclusion of the assignment to assess ongoing business needs and potential for extension or transition into a full-time opportunity.

This individual will play a critical role in delivering a seamless client experience and supporting advisors with day-to-day operations. The position offers valuable, hands-on exposure to financial planning, investment operations, and client relationship management within a fast-paced, team-oriented environment.

While initially structured as a short-term engagement, this role provides strong visibility into a long-term career path within wealth management, including potential progression into client service, paraplanning, or advisory roles depending on performance and firm needs.

Your Role & Responsibilities

· Client Service & Relationship Support

o Serve as a primary point of contact for client service requests (account maintenance, transfers, distributions, onboarding) o Deliver a high-touch, white-glove experience aligned with HNW/UHNW client expectations o Manage inbound client communications and proactively follow up on outstanding requests o Prepare and coordinate client meeting materials, including performance reports and presentations

· Operations & Account Management

o Open and maintain brokerage and advisory accounts (custodians such as Fidelity, Schwab, Fidelity)

o Process money movements, ACAT transfers, beneficiary updates, and required documentation

o Ensure accuracy and compliance across all client records and transactions

o Coordinate with custodians and internal operations teams to resolve issues efficiently

· Advisor & Team Support

o Support advisors in preparing for client meetings, including data gathering and analysis

o Maintain CRM (e.g., Salesforce, Redtail, Wealthbox) with accurate client notes and activities

o Assist in workflow management, pipeline tracking, and task prioritization

o Partner with senior team members on special projects and process improvements

· Growth & Development

o Participate in training toward industry licensing (SIE, Series 7, Series 66 – if applicable)

o Build foundational knowledge of financial planning, investments, and client service best practices

o Progress toward more client-facing responsibilities over time

Requirements:

What We’re Looking For (Required)

· 0–2+ years of experience in financial services, banking, customer service, or operations

· Strong attention to detail and organizational skills

· Excellent communication and interpersonal skills

· High level of professionalism and discretion

·Preferred

o Internship or exposure to wealth management, RIAs, or brokerage environments o Bachelor’s degree (Finance, Business, Economics preferred but not required) o Familiarity with CRM systems or financial platforms o Interest in pursuing securities licenses (SIE, Series 7/66)

Success Profile

· Highly responsive and reliable with client requests

· Strong attention to detail with minimal errors

· Proactive mindset (anticipates advisor and client needs)

· Coachable and eager to grow into expanded responsibilities

· Comfortable operating in a fast-paced, team-oriented environment