Wealth Management Client Services Lead

United Capital Financial Advisors, LLC; Evansville (IN); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Disability insurance

Retirement plan with company match

Generous paid time off

Job summary

United Capital Financial Advisors, LLC is seeking a Relationship Manager to be a trusted execution partner for Advisors, handling money movement, account maintenance, and client workflows. You will coordinate across custodians and internal systems to deliver precise, timely service and a highly personalized client experience.

The role emphasizes supporting advisor productivity, onboarding and ongoing client communication, and collaboration with senior leadership to enable growth and long-term

Qualifications

• Minimum of 3 years of financial services experience.
• Experience within wealth management, financial advisory, banking, trust, or related financial services or client operations roles
• High level of organization, attention to detail, and follow-through
• Ability to manage multiple priorities in a fast-paced, client-driven environment
• Strong communication skills, both verbal and written
• Strong operational and administrative support skills with the ability to anticipate advisor and client needs
• Ability to manage calendars, coordinate meetings, prioritize workflows, and maintain accuracy across multiple moving priorities
• Series 65 registration or ability to obtain within a defined onboarding period
• Willingness to work in an office environment 5 days/week
• Proficiency in Microsoft Office; CRM experience (Salesforce or similar) preferred
• Familiarity with Schwab and Fidelity custodial platforms

Responsibilities

• Serve as a trusted execution partner to Advisors, owning money movement, account maintenance, and client operational workflows.
• Coordinate across custodians, planning tools, and internal systems to ensure accuracy and exceptional client experience.
• Partner with Wealth Advisors and Managing Directors to support ongoing client relationships.
• Assist with meeting preparation, follow-up, and ongoing client communication.
• Support client onboarding, account maintenance, money movement and cash flow management, and suitability documentation.
• Research and help resolve complex client service and operational matters.
• Participate in financial planning support, pipeline tracking, and client review preparation.
• Gain exposure to advisor workflows, planning conversations, and long-term relationship management.
• Collaborate with advisors and office leadership to support operational capacity across teams.

Skills

Strong communication

Attention to detail

Organization

Client service orientation

Time management

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

CRM (Salesforce or similar)

Schwab custodial platforms

Fidelity custodial platforms

Job description

United Capital Financial Advisors, LLC is seeking a Relationship Manager to be a trusted execution partner for Advisors, handling money movement, account maintenance, and client workflows. You will coordinate across custodians and internal systems to deliver precise, timely service and a highly personalized client experience.

The role emphasizes supporting advisor productivity, onboarding and ongoing client communication, and collaboration with senior leadership to enable growth and long-term