Client Relations Specialist, Wealth Management & Onboarding

Stegner Investment Associates, Inc.; Louisville (KY); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health/Vision/Dental Insurance

401(k) with profit sharing

Paid time off (PTO)

Cross-divisional experience

Job summary

Stegner Investment Associates, Inc. is seeking a Client Relationship Associate to support our Client Service Team. You will be a primary contact for clients, assisting with trade support, account onboarding, and reporting across personal, institutional, and corporate retirement accounts.

You will work with the Portfolio Management team and gain exposure across the firm in a high-touch client environment, contributing to processes, documentation, and client communications.

Qualifications

• Bachelor's degree is required; Finance or Accounting focus preferred but not required.
• Series 65 license required or willing to qualify.
• 2–7 years of experience in client service, administrative support, accounting or financial operations.

Responsibilities

• Support daily trading operations and approve trades per firm procedures; manage secure client portal.
• Process new account setup, onboarding, maintenance requests, and money movement (transfers/wires).
• Maintain client records in CRM; organize client documentation across digital and physical files.
• Prepare standard and customized client reports (quarterly statements, reviews) and proofs for accuracy of proposals.
• Serve as a professional first point of contact for clients, scheduling portfolio reviews and responding to inquiries.
• Stay current on industry trends and regulations; help improve internal workflows.

Skills

Client service

Verbal communication

Written communication

Organizational skills

Discretion with confidential info

Education

Bachelor's degree (Finance or Accounting preferred)

Tools

CRM

Portfolio management systems

Microsoft Office

Job description

Stegner Investment Associates, Inc. is seeking a Client Relationship Associate to support our Client Service Team. You will be a primary contact for clients, assisting with trade support, account onboarding, and reporting across personal, institutional, and corporate retirement accounts.

You will work with the Portfolio Management team and gain exposure across the firm in a high-touch client environment, contributing to processes, documentation, and client communications.