Wealth Management Operations Specialist

KEB CPA; Fenton (MO); On-site; USD 50,000 - 70,000; Full time

Job summary

KEB Wealth Advisors, in St. Louis, MO, seeks an Operations Specialist to support financial advisors with daily operational tasks and client service.

The role emphasizes accurate processing, CRM-based workflow, and collaboration with leadership on project work. The ideal candidate has a bachelor’s degree or equivalent experience in financial services, strong attention to detail, and the ability to multitask in a fast-paced environment.

Qualifications

• Bachelor's degree or equivalent work experience in financial services industry.
• Strong attention to accuracy and detail.
• Ability to learn new software.
• Commitment to superb client service.
• Ability to multi-task and adapt to changing priorities.
• Organized and efficient in a demanding environment.

Responsibilities

• Provides quick and accurate answers to operational questions for advisors and clients
• Provides comprehensive operational support to clients, including handling all monetary, maintenance, and paperwork requests through CRM
• Monitors pending new accounts and transfers
• Handles all communication regarding custodians through back office providers
• Works with team leader on special projects (such as client appreciation events)
• Reviews quarterly reports for accuracy and collates reports
• Acquire working knowledge of our investment philosophy
• Tracks and completes any special projects throughout the year, including advisor notifications and year-end required minimum distributions
• Monitors client asset investment allocations
• Prepare investment allocation rebalance recommendations for advisor review
• Monitor cash levels for client periodic disbursements and deposits
• Diligent recording of client communication and all support in CRM
• Retirement analysis data input
• Portfolio analysis data input
• Social security analysis data input
• Manages client onboarding process

Skills

Attention to accuracy and detail

Client service

Positive attitude toward learning

Interpersonal skills

Multi-tasking & prioritization

Organized & efficient

Calm under stress

Microsoft Office

Education

Bachelor's degree or equivalent work experience in financial services

Tools

Microsoft Office Suite

Job description

About KEB Wealth Advisors

KEB Wealth Advisors is a leading wealth management firm dedicated to delivering personalized financial solutions with a client-centric approach. By leveraging innovative technology and a collaborative team environment, we empower our professionals to excel in the field of wealth advising.

Position Overview

We are seeking an Operations Specialist for our St. Louis office.This person works in office and assists each advisor with the operational needs of his or her clients through developing and maintaining good working relationships with both the clients and advisors. This person has good communications skills, provides excellent client service and outstanding operational support.

Essential Duties and Responsibilities:

• Provides quick and accurate answers to operational questions for advisors and clients
• Provides comprehensive operational support to clients, including facilitating all monetary, maintenance, and paperwork requests through CRM
• Monitors pending new accounts and transfers
• Handles all communication regarding custodians through our back office providers
• Works with team leader on special projects (such as client appreciation events)
• Review quarterly reports for accuracy and collates reports.
• Acquire working knowledge of our investment philosophy

Additional Responsibilities:

• Tracks and completes any special projects throughout the year, including advisor notifications and year-end required minimum distributions
• Monitors client asset investment allocations
• Prepare investment allocation rebalance recommendations for advisor review
• Monitor cash levels for client periodic disbursements and deposits
• Diligent recording of client communication and all support in CRM
• Retirement analysis data input
• Portfolio analysis data input
• Social security analysis data input
• Manages client onboarding process

Qualifications

• Bachelor's degree or equivalent work experience in financial services industry
• Attention to accuracy and detail
• Ability to learn and adapt to new software
• Strong commitment to superb client service
• Possess a positive attitude toward learning
• Strong interpersonal skills and ability to work well with various personality types. Ability to multi-task and quickly switch priorities when necessary
• Must be organized and efficient in a demanding work environment
• Ability to remain calm under stress
• Working knowledge of Microsoft suite products

Careers at KEB Wealth Advisors, LLC

Founded in 1999, KEB Wealth Advisors, LLC helps clients achieve their most important goals by creating customized, comprehensive, evidence-based financial plans. The firm’s investment approach centers on modern portfolio theory implemented through evidence-based investment strategies. As a registered investment advisory firm, KEB Wealth Advisors, LLC operates under a fiduciary obligation to its clients.

Our clients are families, individuals, and business owners who entrust their wealth management and investment portfolios to us for our expert advice and personalized attention. Our trusted client relationships result from our dedication to transparency, fiduciary standards, and a great team culture.

KEB Wealth Advisors, LLC employs 15 individuals across offices in Springfield, IL and St. Louis, MO. KEB Wealth Advisors, LLC is a division within KEB (Kerber, Eck & Braeckel, LLP), a regional public accounting firm. Visit us at www.kebcpa.com.

KEB is an Equal Opportunity Employer.