Sanctuary Wealth
Iterhic Wealth Advisors is seeking an experienced Client Service Associate to provide high-touch client service, advisor support, and operational coordination for a growing wealth management team. This role involves serving as a professional point of contact for clients, managing account maintenance, and supporting advisors with meeting preparation and practice operations. The ideal candidate will have prior wealth management experience and a proactive, detail-oriented approach to client service.
We have the roadmap, toolbox, experience and guidance to propel you along the transformative journey from employee to entrepreneur to successful business owner.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Sanctuary Wealth.
9% below the average for this role