Wealth Planning & Client Experience Specialist II

Riverstone Wealth Partners LLC; Sheboygan (WI); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

401(k)

Health insurance

Professional development

Collaborative environment

Job summary

Riverstone Wealth Partners LLC in Sheboygan, WI, seeks a Client Relationship Specialist II to support sophisticated client relationships and manage complex accounts, including trusts and estates. You will collaborate with Advisors on wealth planning initiatives and serve as the primary service contact for client inquiries.

The role emphasizes service excellence, regulatory awareness, and mentoring teammates.

Qualifications

• Experience in financial services operations and client service.
• Strong attention to detail and discretion with confidential information.
• Excellent written and verbal communication skills.
• Ability to build trust with clients and Advisors.
• Organizational and prioritization skills in a fast-paced environment.

Responsibilities

• Manage complex account structures, including trusts, estates, and multi-entity accounts.
• Support wealth planning initiatives with Advisors and external professionals.
• Serve as primary service contact, ensuring timely and accurate responses to inquiries.
• Identify opportunities to enhance client experience and service delivery.
• Coach and support Associates and junior Specialists.
• Maintain knowledge of regulatory requirements and industry best practices.
• Prepare reports and support financial plan development with Advisors.
• Assist with appointment scheduling, meeting prep, and follow-up actions.
• Coordinate across internal and external partners to implement client strategies.
• Maintain accurate client records and documentation.
• Participate in projects to improve processes and client service delivery.
• Contribute ideas to improve efficiency and team effectiveness.
• Support client appreciation events, seminars, and community initiatives.

Skills

Client service excellence

Attention to detail

Written and verbal communication

Relationship building

Time management

Independent work

Education

FINRA licensing knowledge

Tools

Microsoft Office Suite

CRM platforms

Financial planning software

Job description

Riverstone Wealth Partners LLC in Sheboygan, WI, seeks a Client Relationship Specialist II to support sophisticated client relationships and manage complex accounts, including trusts and estates. You will collaborate with Advisors on wealth planning initiatives and serve as the primary service contact for client inquiries.

The role emphasizes service excellence, regulatory awareness, and mentoring teammates.