Wealth Planning Client Relations Specialist II

Bluespring Wealth Partners; Sheboygan (WI); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Competitive pay and benefits with a 大型

401(k) plan

Health insurance

Tuition reimbursement

Training and growth opportunities

Job summary

Kestra Financial, Inc. is seeking a Client Relationship Specialist II to support sophisticated client relationships, manage complex accounts, and assist Advisors with wealth planning and service delivery.

The role emphasizes accuracy, discretion, and a proactive approach in a fast-paced environment. You will mentor Associates, help implement client strategies, and contribute to projects improving processes and client experience.

Qualifications

• Strong understanding of financial services operations, account administration, and client service best practices.
• Excellent written, verbal, and interpersonal communication skills.
• Ability to build trust and maintain relationships with clients, Advisors, and team members.
• Proficiency with CRM platforms and financial planning software.

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 for clients, ensuring timely resolution of inquiries.
• Identify opportunities to enhance client experience and service delivery.
• Provide guidance and coaching to Associates and junior Specialists.
• Maintain knowledge of regulatory requirements and compliance standards.
• Stay informed on industry trends and market developments.
• Collaborate with Advisors to gather client information and prepare reports.
• Assist Advisors with appointment scheduling and meeting preparation.
• Coordinate activities across internal and external partners to implement client strategies.
• Maintain accurate client records and documentation.
• Participate in projects to improve processes and workflows.
• Contribute ideas to improve efficiency and scalability.
• Support client appreciation events and educational seminars.
• Assist with marketing activities that strengthen client relationships.

Skills

Client relationship management

Financial services operations

Attention to detail

Communication skills

CRM platforms

Microsoft Office Suite

Team coaching

Regulatory awareness

Tools

CRM platforms

Financial planning software

Microsoft Office Suite

Job description

Kestra Financial, Inc. is seeking a Client Relationship Specialist II to support sophisticated client relationships, manage complex accounts, and assist Advisors with wealth planning and service delivery.

The role emphasizes accuracy, discretion, and a proactive approach in a fast-paced environment. You will mentor Associates, help implement client strategies, and contribute to projects improving processes and client experience.