Sanctuary Wealth
A boutique wealth management firm is looking for a Wealth Management Client Associate in Plano, TX. This role supports advisors and serves as the primary contact for client interactions, requiring strong organizational skills and excellent communication. Responsibilities include coordinating client meetings, maintaining accurate records, and providing high-touch service to clients. The position offers a competitive base salary of $60,000 – $70,000, benefits, and opportunities for professional growth within a values-driven team.
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