Wealth Management Client Experience Specialist

Cornerstone Wealth Management, USA; St. Louis (MO); Vor Ort; USD 52.000 - 72.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

PTO

401k with match

Life insurance

Zusammenfassung

Cornerstone Wealth Management is seeking a dynamic Client Service Associate to join a client-focused wealth management team and deliver a high-touch client experience. You will act as a vital link between clients and financial advisors, coordinating meetings, preparing materials, and ensuring timely follow-ups.

The role emphasizes proactive communication, attention to detail, and collaboration across teams to drive client satisfaction in a fast-paced environment.

Qualifikationen

• 3+ years of experience in client service or operations, preferably in financial services.
• Detail-oriented with strong organizational and follow-up skills.
• Ability to work independently and manage competing priorities.
• Excellent written and verbal communication, professional presentation.

Aufgaben

• Plan and coordinate client meetings for multiple advisors, scheduling and preparing materials.
• Run pre- and post-meeting reports and complete required forms.
• Use CRM to generate reports and track due dates for tasks and follow-ups.
• Process move money requests, transfers, distributions and RMDs.
• Communicate with clients and back-office via calls, email and virtual meetings.
• Collaborate with marketing and operations to execute client initiatives.
• Maintain detailed documentation of client interactions and requests.

Kenntnisse

Client service

CRM systems

Organization

Communication

Independence

Team collaboration

MS Office

Tools

CRM software

MS Excel

Office 365

Jobbeschreibung

Cornerstone Wealth Management is seeking a dynamic Client Service Associate to join a client-focused wealth management team and deliver a high-touch client experience. You will act as a vital link between clients and financial advisors, coordinating meetings, preparing materials, and ensuring timely follow-ups.

The role emphasizes proactive communication, attention to detail, and collaboration across teams to drive client satisfaction in a fast-paced environment.