Sanctuary Wealth
Famiglia Wealth is seeking a Client Service & Operations Associate to support the operational backbone of the firm by ensuring smooth, accurate, and efficient execution of client service and back-office deliverables. This detail-driven role involves managing account workflows, processing money movements, and maintaining precise client records to support advisors and internal teams. The position offers a long-term career path focused on operational excellence and high-touch service within a collaborative environment.
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