Wealth Management Client Service Executive, Team Lead

Kilter GroupFinancial Services

United StatesFull-TimeLead

Salary not disclosed

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Job Details

Experience: 10+ years

Requirements

10+ years of experience in a brokerage firm, RIA, or similar
Bachelor’s Degree from an accredited college or university
Series 65 or 66 preferred
Strong understanding of financial planning fundamentals
Experience with Tamarac, eMoney, and CRM systems required
Experience improving workflows in growing RIA, or similar, required
Superior organizational skills with exceptional attention to detail and commitment to improving accuracy of data and preventing errors
Proven ability to deliver extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources
Self-motivated with strong follow-through, capable of working independently with minimal supervision
Ability to hold peers accountable respectfully and effectively
Ability to thrive in a remote work environment while maintaining high accountability

Responsibilities

Serve as primary point of contact for assigned clients
Ensure all client meetings have documented notes, assigned action items, and clear deadlines entered into CRM within 24 hours
Coordinate with Investment Operations to initiate and track money movement, transfers, and account maintenance requests
Manage custodian communications and servicing requests, ensuring proactive follow-through and client updates
Oversee insurance case coordination, underwriting progress, and documentation tracking
Maintain real-time visibility into the active workload of all Client Service Executives
Conduct weekly pipeline review meetings with the CSE team to review open tasks, aging items, upcoming client meetings, and active onboarding workflows
Review CRM activity to confirm documentation and task management standards
Monitor task aging and escalate items that exceed defined service-level standards
Identify bottlenecks in onboarding, servicing, or documentation and drive them to resolution
Serve as the operational checkpoint between Client Service Executives, Private Wealth Planners, Advisors, and Investment Operations
Conduct structured pre-meeting readiness reviews for Tier 1 & 2 meetings
Ensure hand-offs between departments are documented in CRM and assigned
Resolve breakdowns in communication within 48 hours of identification
Standardize meeting follow-up expectations across advisors to ensure consistency
Conduct monthly CRM audit reviews to measure task integrity rate, action item documentation rate, and task completion velocity
Track onboarding cycle time and recommend process improvements
Propose at least one process enhancement per quarter
Maintain documentation standards within CRM and Guru; ensure firm-wide adherence to documentation protocols
Conduct bi-weekly 1:1 check-ins with each CSE focused on workflow organization and execution gaps
Provide feedback to Director of Operations & Compliance prior to performance reviews
Communicate with Director of Operations & Compliance directly when standards are not being met and set corrective expectations
Train new CSE and advisor hires on workflow discipline and execution standards
Hold advisors accountable to documented process when servicing standards are bypassed

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