Wealth Experience & Relationship Manager

Greykasell Wealth Strategies; Danville (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Greykasell Wealth Strategies in Danville, California, is seeking an experienced client service and advisory support professional to become the day‑to‑day contact for clients. You will build trusted relationships, manage meetings, and ensure accurate follow‑up and documentation across Advisors, Planning, and Operations.

You will assist with financial planning deliverables, onboarding coordination, and CRM maintenance while identifying service improvements.

Qualifications

• Bachelor’s degree in finance or related field.
• 3–5+ years in client service or advisory support.
• Series 65/66 or willingness to obtain.
• Excellent communication, relationship management, and problem-solving skills.
• Strong knowledge of financial planning and investment concepts.

Responsibilities

• Serve as the day‑to‑day contact for client questions, requests, and service needs.
• Build and maintain trusted relationships with households by understanding their goals, preferences, and communication styles.
• Coordinate meeting scheduling, agendas, materials, and logistics.
• Prepare meeting materials, review client documentation, and ensure readiness and accuracy.
• Participate in client meetings and ensure decisions, next steps, and commitments are clearly documented.
• Own post‑meeting follow‑up, tracking client action items through completion across Advisors, Planning, Trading, and Operations.
• Coordinate with Investment Operations to support accurate execution; communicate investment updates, strategy context, and significant portfolio changes.
• Support the Lead Advisor with financial planning deliverables (cash flow, tax, estate, insurance, etc.).
• Manage client onboarding coordination to ensure a smooth transition and consistent client experience.
• Maintain accurate CRM records, planning systems, and service‑related compliance documentation.
• Proactively identify service gaps, escalated issues or opportunities, and recommend process improvements.
• Support COI coordination, client events and firm communications as needed.
• Coordinate and oversee client money movement requests, including contributions, distributions, transfers, and required documentation, ensuring accuracy, timeliness, and compliance through partnership with Investment Operations.
• Reinforce financial planning recommendations with clients by ensuring clarity, documentation, and follow‑through across cash flow, tax, estate, and insurance planning components.

Skills

Communication

Relationship management

Problem-solving

Financial planning knowledge

Investment concepts

Education

Bachelor’s degree in finance or related field

Tools

Series 65/66 license

CFP

RightCapital

Holistiplan

Fidelity/Schwab

EOS/Traction

Job description

Greykasell Wealth Strategies in Danville, California, is seeking an experienced client service and advisory support professional to become the day‑to‑day contact for clients. You will build trusted relationships, manage meetings, and ensure accurate follow‑up and documentation across Advisors, Planning, and Operations.

You will assist with financial planning deliverables, onboarding coordination, and CRM maintenance while identifying service improvements.