Wealth Client Experience Lead

Kestra Financial; Fort Wayne (IN); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) and health insurance

Opportunities for training and development

Tuition reimbursement for qualified expenses

Job summary

Kestra Financial in Fort Wayne, Indiana is seeking a Client Relationship Manager to oversee client service delivery and drive operational excellence. You will partner closely with Investment Advisors to enhance client experiences and ensure compliance.

In this role, you will lead client onboarding, manage account activities, and support financial planning efforts. The position demands strong communication skills, attention to detail, and experience in investment operations.

Qualifications

• Proven ability to lead client relationships and deliver a high-caliber client experience.
• Advanced organizational skills with the ability to manage competing priorities.
• High attention to detail and commitment to compliance.

Responsibilities

• Lead client relationship management efforts ensuring a high-touch service model.
• Oversee end-to-end client onboarding including account setup and asset transfers.
• Manage complex client service activities including account maintenance and transactions.

Skills

Investment operations expertise

Client lifecycle management

Strong analytical capabilities

Exceptional communication skills

Proactive mindset

Tools

CRM systems

Portfolio management platforms

Job description

Kestra Financial in Fort Wayne, Indiana is seeking a Client Relationship Manager to oversee client service delivery and drive operational excellence. You will partner closely with Investment Advisors to enhance client experiences and ensure compliance.

In this role, you will lead client onboarding, manage account activities, and support financial planning efforts. The position demands strong communication skills, attention to detail, and experience in investment operations.