Wealth Operations Specialist — Client Services & Operations

KEB; Fenton (MO); On-site; USD 42,000 - 65,000; Full time

Job summary

KEB Wealth Advisors, LLC in St. Louis, MO, is seeking an Operations Specialist who supports advisors and clients with day-to-day operational needs in the office.

You will handle accounts, transfers, reporting, and communications, ensuring accuracy and superb client service. Ideal candidate has a bachelor's degree and strong Microsoft Office and CRM skills, with the ability to multi-task, stay organized under pressure, and learn new software quickly.

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.

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.
• 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 detail

Client service

Communication skills

Interpersonal skills

Multitasking

Organizational skills

Calm under stress

Learning ability

Education

Bachelor's degree or equivalent

Tools

CRM software

Microsoft Office

Job description

KEB Wealth Advisors, LLC in St. Louis, MO, is seeking an Operations Specialist who supports advisors and clients with day-to-day operational needs in the office.

You will handle accounts, transfers, reporting, and communications, ensuring accuracy and superb client service. Ideal candidate has a bachelor's degree and strong Microsoft Office and CRM skills, with the ability to multi-task, stay organized under pressure, and learn new software quickly.