Wealth Management Client Experience Lead

NextPhase Search, INC.; Haddonfield (NJ); Sur place; USD 85 000 - 110 000; Plein temps

Résumé du poste

NextPhase Search, INC. is seeking an experienced wealth management client service professional in Haddonfield, NJ to own day-to-day client service. You will manage the advisor’s calendar, prepare for meetings, and handle requests to keep clients well cared for in this full-time, in-office role.

You’ll support from onboarding to funding, coordinate transfers, process requests, and maintain CRMs. 7+ years in the field and Series 7/63 are a plus; licensed candidates may expand responsibilities.

Qualifications

• 7+ years supporting advisors at an RIA, broker/dealer, or wealth management firm.
• Organized and proactive in a fast-paced office.
• Licensed candidates may take on expanded responsibilities.

Responsabilités

• Deliver proactive, highly personalized service from onboarding to funds routing.
• Manage the advisor’s calendar and the cycle of client reviews.
• Prepare for client meetings and own follow-up and open items.
• Coordinate onboarding, from paperwork and transfers to funded accounts.
• Process ACH, wire, distribution, and transfer requests with verification.
• Track client RMDs and ensure year-end status resolution.
• Maintain client records in the firm’s CRM with accuracy.
• Coordinate events, outreach, and compliant client communications.
• Run day-to-day office operations, including workflows, vendors, and supplies.

Connaissances

Client service

Calendar management

Client onboarding

Communication

Formation

Series 7/63 license (plus)

Outils

CRM software

Description du poste

NextPhase Search, INC. is seeking an experienced wealth management client service professional in Haddonfield, NJ to own day-to-day client service. You will manage the advisor’s calendar, prepare for meetings, and handle requests to keep clients well cared for in this full-time, in-office role.

You’ll support from onboarding to funding, coordinate transfers, process requests, and maintain CRMs. 7+ years in the field and Series 7/63 are a plus; licensed candidates may expand responsibilities.