Wealth Management Client Service Associate
Sanctuary WealthAliso Viejo, California, United States
Posted January 27, 2026
60000 - 70000 USD
Full Time
About the Company
Auric Capital Partners is a wealth management firm that delivers an elevated, client-focused experience defined by a gold standard of service.
Job Description
We are seeking a motivated, detail-oriented Client Service Associate (CSA) to support our Wealth Management team.
Requirements
- 1–3 years of experience in financial services, wealth management, or client service preferred
- Strong written and verbal communication skills
- Highly organized, detail-oriented, and able to manage multiple tasks
Benefits
- Health, dental, vision, life, and wellness benefits
- 401(k) with 5% employer match
- 15 days of vacation and 6 sick days annually
- Discretionary bonus and profit-sharing eligibility
- Career growth opportunities