Wealth Client Experience Specialist II

Kestra Financial; Sheboygan (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive pay

401(k) + health insurance

Collaborative environment

Growth opportunities

Job summary

Kestra Financial in Wisconsin is seeking a Client Relationship Specialist II to support sophisticated client relationships, manage complex accounts, and help deliver outstanding service.

You will work with Advisors and clients, coordinate wealth planning initiatives, and mentor junior team members while ensuring regulatory and compliance standards.

This role offers growth within the Wealth Management career path and exposure to professional licensing opportunities.

Qualifications

• Experience supporting high-net-worth client relationships.
• Ability to handle confidential information with discretion.
• Strong written and verbal communication.
• Familiarity with wealth planning processes.

Responsibilities

• Manage complex client relationships, including trusts and multi-entity accounts.
• Support wealth planning initiatives with Advisors and external professionals.
• Serve as primary service contact for client inquiries and requests.
• Identify opportunities to improve client experience and service delivery.
• Provide coaching and guidance to junior Associates.
• Stay current on regulatory requirements and industry best practices.
• Collaborate with Advisors to prepare reports and financial plans.
• Assist with scheduling, meeting prep, and follow-ups.
• Support coordination across internal and external partners.
• Maintain accurate client records and documentation.

Skills

Client service

Attention to detail

Communication

Relationship building

Tools

Microsoft Office Suite

CRM platforms

Financial planning software

Job description

Kestra Financial in Wisconsin is seeking a Client Relationship Specialist II to support sophisticated client relationships, manage complex accounts, and help deliver outstanding service.

You will work with Advisors and clients, coordinate wealth planning initiatives, and mentor junior team members while ensuring regulatory and compliance standards.

This role offers growth within the Wealth Management career path and exposure to professional licensing opportunities.