Private Wealth Associate — Client-Focused Wealth Management

K|H Private Wealth; Town of Texas (WI); On-site; USD 65,000 - 90,000; Full time

Job summary

K|H Private Wealth is a renowned wealth management firm seeking a Wealth Management Associate to support client service, account administration, advisor support, and family wealth matters in a hands-on capacity.

Ideal candidates bring 2-5 years of wealth-management exposure, a keen eye for detail, and the ability to manage multiple priorities while communicating clearly with clients and professionals.

Qualifications

• Approximately 2-5 years of wealth management or related financial-services experience.
• Experience supporting client relationships and handling account administration.
• Familiarity with financial planning and investment-management concepts.

Responsibilities

• Provide highly responsive and professional service to clients.
• Manage new accounts, maintenance, transfers, and beneficiary changes.
• Communicate with clients about documents, signatures, and next steps.
• Coordinate with custodians and partners to process client needs.
• Track requests from initiation to completion and keep CRM up to date.
• Prepare for client meetings with agendas, reports, and planning info.
• Assist advisors in documenting decisions and follow-up actions.
• Support planning, estate coordination, tax coordination, and risk management.
• Assist in gathering information related to trusts, entities, and estate plans.

Skills

Client service

Account administration

Communication skills

Relationship management

Attention to detail

Multi-tasking

Education

Bachelor's degree in Finance

Tools

CRM systems

Microsoft Excel

Financial planning software

Job description

K|H Private Wealth is a renowned wealth management firm seeking a Wealth Management Associate to support client service, account administration, advisor support, and family wealth matters in a hands-on capacity.

Ideal candidates bring 2-5 years of wealth-management exposure, a keen eye for detail, and the ability to manage multiple priorities while communicating clearly with clients and professionals.