Senior Wealth Management Client Service Lead

Ameriprise Financial Services, LLC; Scottsdale (AZ); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

401(k) with employer match

Health, dental, and vision insurance

Paid time off and holidays

Licensing support

Professional development

Job summary

InReach Wealth Advisors is seeking an experienced Senior Wealth Management Associate to own client-service workflows from initial request through verified completion. This licensed, client-facing role ensures accurate execution and proactive communication for high-net-worth relationships.

You will manage account openings, transfers, and documentation, prepare portfolio reports, and support trading and rebalancing activities.

Qualifications

• SIE, Series 7, and Series 66, or Series 63 and 65, required.
• Ten or more years of wealth management, brokerage, RIA, or related financial-services experience.
• Experience supporting high-net-worth or ultra-high-net-worth client relationships.
• Proficiency with Microsoft Excel, Outlook, and CRM systems. Salesforce, Thomson, and FPQP® experience preferred.

Responsibilities

• Serve as the primary service contact for assigned client relationships.
• Manage account openings, maintenance, transfers, rollovers, money movements, deposits, distributions, and client documentation.
• Track signatures, incoming assets, pending transactions, and unresolved requests through verified completion.
• Maintain complete CRM records, household groupings, workflow status, accountable owners, and due dates.
• Provide proactive client updates and elevate stalled, incomplete, or time-sensitive work.
• Prepare portfolio reports, allocation summaries, performance information, and meeting materials.
• Coordinate approved trading and rebalancing activity and confirm accurate completion.
• Support portfolio analysis, allocation review, and basic securities research.
• Maintain accurate account data, household groupings, and positions in portfolio management systems.
• Prepare for client meetings and confirm that accounts, reporting, documentation, and meeting materials are current and accurate.
• Identify unresolved items before meetings and attend in a technical support capacity as needed.
• Document commitments, assign accountable owners and deadlines, route follow-up tasks, and verify completion.

Skills

SIE license

Series 7

Series 66

Series 63/65

Wealth management experience

CRM proficiency

Excel

Outlook

Salesforce

Thomson

FPQP

Tools

CRM systems

Portfolio management systems

Job description

InReach Wealth Advisors is seeking an experienced Senior Wealth Management Associate to own client-service workflows from initial request through verified completion. This licensed, client-facing role ensures accurate execution and proactive communication for high-net-worth relationships.

You will manage account openings, transfers, and documentation, prepare portfolio reports, and support trading and rebalancing activities.