Client Service Executive, Wealth Management

This is a fully remote position, open to applicants in United States.

📋 Description

• **Your Responsibilities Include:**

• - **Client Relationship Management**

• - Act as the main point of contact for a designated group of client households, ensuring an outstanding client experience throughout the relationship.

• - Develop trusted, long-lasting relationships through proactive communication, responsiveness, and attentive service.

• - Anticipate client needs and actively seek opportunities to improve the client experience.

• - Manage and resolve client requests while ensuring clear communication and timely follow-up.

• - Collaborate with Advisors and Private Wealth Planners to guarantee clients receive coordinated, comprehensive financial guidance.

• - **Client Meeting Coordination**

• - Oversee all aspects of client meetings, including scheduling, preparing agendas, gathering financial information, and developing meeting materials.

• - Lead client service meetings and engage with Advisors and Private Wealth Planners during financial planning discussions.

• - Create detailed meeting summaries, document recommendations, and coordinate post-meeting action items.

• - Ensure the completion of all follow-up tasks accurately and within established service standards.

• - **Financial Planning & Client Support**

• - Assist Advisors and Private Wealth Planners in executing financial planning recommendations.

• - Develop financial planning materials, cash flow projections, investment reports, and other deliverables for clients.

• - Coordinate activities related to estate planning, insurance planning, retirement planning, and investment implementation.

• - Support clients throughout the implementation phase while ensuring a seamless experience across all service areas.

• - **Account Administration & Operations**

• - Manage new account openings, account maintenance, transfers, money movement requests, beneficiary updates, and other account servicing tasks.

• - Prepare and process custodian paperwork, ensuring accuracy and completeness.

• - Act as a liaison between clients, custodians, and internal team members to ensure timely completion of requests.

• - Monitor ongoing service requests and proactively update clients and team members on their status.

• - **CRM & Operational Excellence**

• - Maintain accurate and complete client records in Tamarac CRM and other firm systems.

• - Manage client workflows, tasks, and activities while ensuring timely completion and proper documentation.

• - Safeguard the integrity of client data and ensure documentation meets firm standards.

• - Identify opportunities to enhance workflows, improve operational efficiency, and elevate the client experience.

• - **Collaboration & Teamwork**

• - Work closely with Advisors, Private Wealth Planners, Investment Operations, Insurance Specialists, and fellow Client Service Executives to provide coordinated client service.

• - Share knowledge, best practices, and resources to support the ongoing development of the Client Service team.

• - Participate in departmental initiatives, process improvements, and firm-wide projects aimed at enhancing service delivery and operational excellence.

• - Promote a collaborative, positive, and client-centric culture throughout the organization.

⛳️ Requirements

• **What You’ll Bring:**

• - **5+ years of experience** in client service, relationship management, wealth management operations, or a comparable role within an RIA, broker-dealer, family office, or financial services firm.

• - Bachelor's degree from an accredited institution.

• - Series 65 or Series 66 preferred (waived with CFP® certification or equivalent designation where applicable).

• - Proven experience supporting high-net-worth clients and managing complex financial planning and investment relationships.

• - Strong understanding of investment accounts, retirement plans, trust accounts, account servicing, and money movement processes.

• - Exceptional organizational skills with a keen attention to detail and follow-through.

• - Excellent written, verbal, and interpersonal communication skills.

• - Ability to work independently while effectively collaborating across multiple departments.

• - Commitment to upholding the highest standards of professionalism, ethics, confidentiality, and client service.

• - Ability to excel in a remote work environment while maintaining high accountability.

🏝️ Benefits

• **What You’ll Enjoy About Us:**

• - A Collaborative, Mission-Driven Team – Work alongside intelligent, diverse, and growth-oriented professionals dedicated to making an impact.

• - Top-of-Industry Compensation & Benefits – Competitive salary, employer-sponsored health, medical, and dental benefits, and a 401(k) match.

• - Work-Life Flexibility – Paid time off, including vacation, sick leave, and 12 paid holidays.

• - Sabbatical Program – Take time to recharge, travel, and spend quality moments with loved ones.

• - Professional Development – Tuition reimbursement and ongoing industry-focused learning opportunities.

• - Flexible Remote Work – Enjoy the perks of remote work while maintaining a location base.

• - Bi-Annual Team Off-Sites – Connecting is essential; you will use this time for personal and professional growth.