Wealth Client Experience Specialist

Summit Wealth Group; Colorado Springs (CO); Vor Ort; USD 57.000 - 65.000; Vollzeit

Benefits dieser Stelle

Health Insurance

Dental

PTO

VTO

Financial Wellness

401K/Company Matching

Tuition Reimbursement

Zusammenfassung

Summit Wealth Group is seeking a Client Relationship Specialist to support senior advisors in delivering exemplary client service and seamless operations. You will coordinate meetings, follow up on next steps, and ensure clients feel cared for, while enabling advisors to focus on planning and growth.

The role suits someone organized, warm, and steady under pressure with opportunities to grow within wealth management and client services.

Qualifikationen

• 1–3 years of experience in financial services, ideally wealth management or the independent RIA space.
• Series 65 license preferred, or willingness to obtain.
• Bachelor's degree preferred, but not required.
• Strong client service, communication, and relationship management skills.
• Solid Microsoft Office skills; CRM experience is a plus (Orion, Redtail).

Aufgaben

• Prepare for and follow up on client meetings — investment and planning updates, reports, paperwork, and next steps.
• Be a go-to point of contact for clients by phone, email, and in person, including help with the client portal.
• Handle account opening, investment paperwork, money movement requests, and reporting; place trades at an advisor's direction.
• Keep advisor calendars, deadlines, and client records organized and on track.
• Support client and prospect events, approved educational content, and day-to-day office needs.

Kenntnisse

Financial services

Client service

Communication

Relationship management

Series 65

CRM (Orion)

CRM (Redtail)

High-net-worth client service

Ausbildung

Bachelor's degree preferred

Tools

Orion CRM

Redtail CRM

Jobbeschreibung

Summit Wealth Group is seeking a Client Relationship Specialist to support senior advisors in delivering exemplary client service and seamless operations. You will coordinate meetings, follow up on next steps, and ensure clients feel cared for, while enabling advisors to focus on planning and growth.

The role suits someone organized, warm, and steady under pressure with opportunities to grow within wealth management and client services.