Temporary Contract Client Associate (Transition Support)

Sanctuary Wealth • Berwyn, PA

1d • $45 - $70 • Onsite

About The Position

We are seeking a seasoned Client Associate to provide short-term, high-level support during a business transition. This role is ideal for an experienced professional who can step in quickly, operate independently, and maintain continuity of service for clients during a period of growth and change. This is not an entry-level temp role - we are looking for someone confident, capable, and steady under pressure.

Requirements

• 5–15+ years of experience in wealth management client service
• Comfortable working independently with minimal ramp-up
• Strong familiarity with custodial platforms (GSAS experience a plus)
• Calm, reliable, and execution-focused

Nice To Haves

• Prior experience supporting advisors through transitions or breakaways strongly preferred
• GSAS experience

Responsibilities

• Provide immediate operational and administrative support to ensure uninterrupted client service
• Assist with account openings, transfers, money movement, and maintenance requests
• Serve as a client-facing contact, maintaining professionalism and responsiveness
• Support compliance-related tasks and documentation
• Help stabilize workflows and support the Advisor during a transition period

What This Job Offers

• Career Level: Mid Level
• Education Level: No Education Listed