Wealth Client Experience Specialist

Windward Recruiting; Nashville, Phoenix, Colorado Springs (TN, AZ, CO); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Health insurance

Dental

PTO

VTO

Financial wellness

401(k) with company matching

Tuition reimbursement

Job summary

Windward Recruiting is seeking a Client Relationship Specialist to coordinate client meetings, manage paperwork, and be the trusted liaison between clients and senior advisors.

The role emphasizes organized, client-focused support with opportunities to grow in wealth management settings and pursue CFP/FPQP designations. This is an in-office position supporting high-net-worth clients in a growing independent RIA environment.

Qualifications

• 3+ years of experience in financial services, wealth management or 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.
• Sharp attention to detail and follow-through, with comfort managing multiple systems and priorities.
• Solid Microsoft Office skills; CRM experience (Orion, Redtail) is a plus.
• Client-facing experience and comfort working directly with affluent individuals and families.
• A track record of sticking with roles and growing within them.

Responsibilities

• Prepare for and follow up on client meetings—investment and planning updates, reports, paperwork, and next steps.
• Serve as 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.

Skills

Client service

Relationship management

Communication

Attention to detail

Multitasking

Education

Series 65 license

Bachelor's degree

Tools

CRM (Orion, Redtail)

Microsoft Office

Job description

Windward Recruiting is seeking a Client Relationship Specialist to coordinate client meetings, manage paperwork, and be the trusted liaison between clients and senior advisors.

The role emphasizes organized, client-focused support with opportunities to grow in wealth management settings and pursue CFP/FPQP designations. This is an in-office position supporting high-net-worth clients in a growing independent RIA environment.