Client Service & Operations Associate
Sanctuary WealthBloomfield Hills, Michigan, United States
Posted April 13, 2026
65000 - 75000 USD
Full Time
About the Company
Famiglia Wealth is a wealth management firm that values integrity, respect, and collaboration.
Job Description
Join our team at Famiglia Wealth as a Client Service & Operations Associate. This role involves supporting operational backbone of our firm, ensuring smooth, accurate, and efficient execution of client service and back-office deliverables.
Requirements
- 3+ years of experience in wealth management, financial services, RIA operations, or client service
- Experience in similar roles such as Client Associate, Operations Coordinator, or Specialist
- Familiarity with custodial platforms (Pershing, Schwab, etc.) and CRM systems (Wealthbox a plus)
- Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint)
- Highly organized, detail-oriented, proactive, and able to work independently and with a team
Benefits
- Competitive base salary ($65k-$75k)
- Potential bonus opportunities
- Health, dental, vision insurance
- 401(k)
- PTO
- On-the-job training and professional development
