Client Service Executive, Wealth Management
K
Kilter GroupWealth Management
United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 5+ years
- Required Skills
- Client relationship management
Requirements
- 5+ years of experience in client service, relationship management, or wealth management operations.
- Experience within an RIA, broker-dealer, family office, or financial services firm.
- Bachelor's degree from an accredited college or university.
- Series 65 or Series 66 license preferred (waived with CFP certification).
- Demonstrated experience supporting high-net-worth clients.
- Strong understanding of investment accounts, retirement plans, trust accounts, and money movement processes.
- Exceptional organizational skills and attention to detail.
- Excellent written, verbal, and interpersonal communication skills.
- Ability to work independently in a remote environment.
- Commitment to professionalism, ethics, and confidentiality.
- Financial Paraplanner Qualified Professional (FPQP) preferred.
- Life & Health Insurance license preferred.
- Experience with Tamarac CRM, Tamarac Reporting, and eMoney preferred.
Responsibilities
- Serve as the primary point of contact for an assigned group of client households.
- Coordinate all aspects of client meetings, including scheduling, agenda preparation, and gathering financial information.
- Assist advisors with implementing financial planning recommendations and preparing client deliverables like cash flow projections and investment reports.
- Execute account administration tasks such as account openings, maintenance, transfers, and money movement.
- Maintain accurate client records within Tamarac CRM and ensure documentation meets firm standards.
- Collaborate with internal teams including Private Wealth Planners and Investment Operations to ensure coordinated service.
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