Wealth Planning Support & Client Experience Specialist

Kestra Financial; Sheboygan (WI); On-site; USD 55,000 - 85,000; Full time

Job summary

Kestra Financial seeks a Client Relationship Specialist II to support sophisticated client needs and complex account structures. You will work closely with Advisors and external professionals to deliver tailored wealth planning solutions and proactive client service.

In this role you will guide Associates, maintain regulatory knowledge, and help enhance operational processes while fostering long-term client relationships through accurate documentation and timely service.

Qualifications

• Experience in financial services operations and client service best practices.
• Strong attention to detail with discretion when handling confidential information.
• Excellent written and verbal communication, able to build client trust.
• Ability to collaborate with Advisors and cross-functional teams.
• Proficiency with CRM platforms and financial planning software.

Responsibilities

• Manage complex account structures, including trusts and multi-entity accounts.
• Support wealth planning initiatives in collaboration with Advisors and external professionals.
• Serve as primary service contact for clients and ensure timely inquiries are resolved.
• Identify opportunities to enhance client experience and service delivery.
• Provide guidance and coaching to Associates and newer staff.
• Maintain knowledge of regulatory requirements, compliance standards, and best practices.
• Collaborate with Advisors to gather client information and support reports and plans.
• Assist Advisors with scheduling, meeting prep, and action-item follow-ups.
• Support implementation of client strategies and coordination across partners.
• Contribute to process improvements for efficiency and scalability.

Skills

Financial services

Account administration

Client service

Written communication

Verbal communication

CRM proficiency

Tools

Microsoft Office Suite

CRM platforms

Financial planning software

Job description

Kestra Financial seeks a Client Relationship Specialist II to support sophisticated client needs and complex account structures. You will work closely with Advisors and external professionals to deliver tailored wealth planning solutions and proactive client service.

In this role you will guide Associates, maintain regulatory knowledge, and help enhance operational processes while fostering long-term client relationships through accurate documentation and timely service.