Client Service Executive, Wealth Management
RemoteUnited States
Job Summary
Serve as the primary relationship manager for a portfolio of client households, coordinating every aspect of the client relationship and resolving service requests while maintaining clear communication. Lead client service meetings, prepare comprehensive meeting summaries, and document recommendations alongside Advisors and Private Wealth Planners. Assist with implementing financial planning recommendations, including preparing cash flow projections, investment reports, and coordinating estate, insurance, and retirement planning activities. Manage account administration tasks such as new account openings, transfers, money movement requests, and beneficiary updates by preparing custodian paperwork and serving as a liaison between clients and internal teams. Maintain accurate client records within Tamarac CRM, manage workflows, and identify opportunities to improve operational efficiency. Partner with Investment Operations, Insurance Specialists, and fellow Client Service Executives to deliver coordinated service and foster a client-first culture.
Required Qualifications
- 5+ years of experience in client service, relationship management, wealth management operations, or a similar role within an RIA, broker-dealer, family office, or financial services firm
- Bachelor's degree from an accredited college or university
- Outstanding organizational skills with exceptional attention to detail and follow-through
- Excellent written, verbal, and interpersonal communication skills
- Ability to work independently while collaborating effectively across multiple departments
- Commitment to maintaining the highest standards of professionalism, ethics, confidentiality, and client service
- Ability to thrive in a remote work environment while maintaining high accountability
Desired Qualifications
- Series 65 or Series 66 preferred (waived with CFP® certification or equivalent designation where applicable)
- Demonstrated experience supporting high-net-worth clients and coordinating complex financial planning and investment relationships
- Strong understanding of investment accounts, retirement plans, trust accounts, account servicing, and money movement processes
- Financial Paraplanner Qualified ProfessionalTM (FPQP®)
- Life & Health Insurance License
- Experience with Tamarac CRM and Tamarac Reporting
- Experience using eMoney
- Experience supporting clients within a fee-only or fee-based Registered Investment Advisor
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