Senior Client Relationship Lead – Remote & Flexible

Kilter Group; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k) match

Health, dental, and vision benefits

Paid time off and holidays

Sabbatical program

Job summary

Kilter Group seeks an experienced Client Service Executive to manage a portfolio of clients, coordinating with Advisors and planning teams to deliver an impeccable client experience. You will lead service meetings, prepare summaries, and help implement financial planning initiatives in a remote work environment.

Ideal candidates have 5+ years in client service or wealth management operations, a Bachelor's degree, and strong communication and organizational skills. CFP/FPQP or licenses are a plus.

Qualifications

• 5+ years of experience in client service or wealth management operations.
• Bachelor's degree from an accredited college or university.
• Series 65 or 66 preferred (waived with CFP or equivalent).

Responsibilities

• Serve as the primary point of contact for an assigned group of client households and deliver an exceptional experience.
• Lead client service meetings with Advisors and Private Wealth Planners and coordinate post‑meeting actions.
• Prepare financial planning deliverables, cash flow projections, and investment reports.
• Coordinate account openings, transfers, and money movements while ensuring accuracy.
• Maintain client records in Tamarac and ensure data integrity.

Skills

Client relationship management

Wealth management operations

Communication skills

Independent work

Education

Bachelor's degree

Tools

Tamarac CRM

Tamarac Reporting

eMoney

Job description

Kilter Group seeks an experienced Client Service Executive to manage a portfolio of clients, coordinating with Advisors and planning teams to deliver an impeccable client experience. You will lead service meetings, prepare summaries, and help implement financial planning initiatives in a remote work environment.

Ideal candidates have 5+ years in client service or wealth management operations, a Bachelor's degree, and strong communication and organizational skills. CFP/FPQP or licenses are a plus.