Wealth Relationship Manager: Client Experience & Operations

United Capital Financial Advisors, LLC; Evansville (IN); On-site; USD 52,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

Paid time off

Retirement plan

Mentorship

Career development

Job summary

United Capital Financial Advisors, LLC seeks an organized Relationship Manager to work closely with Managing Directors and Wealth Advisors. You will own money movement, account maintenance, and client workflows, coordinating across custodians and internal systems to ensure precision and exceptional service.

You’ll partner with Wealth Advisors to support relationships, prepare for meetings, onboard clients, and assist with cash flow and suitability documentation while gaining exposure to advisory

Qualifications

• 3+ years in financial services or client operations.
• Experience in wealth management, advisory, banking, or trust.
• Highly organized with strong follow-through and attention to detail.
• Ability to manage multiple priorities in a client-driven environment.
• Strong verbal and written communication skills.
• Series 65 (or ability to obtain during onboarding) plus willingness to work in office 5 days/week.
• Bachelor’s degree in Finance, Accounting, Economics, or related field.

Responsibilities

• Serve as execution partner to Advisors, handling money movement and account maintenance.
• Coordinate across custodians, planning tools, and internal systems for accuracy and responsiveness.
• Support ongoing client relationships with professional, personalized service.
• Assist with meeting prep, follow-up, and client communication.
• Support onboarding, cash flow management, and suitability documentation.
• Research and resolve complex client service and operational matters.
• Assist with financial planning support, pipeline tracking, and client reviews.

Skills

Client relationship management

Strong communication

Organizational skills

Multi-tasking

Attention to detail

Team collaboration

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Salesforce or similar CRM

Microsoft Office

Schwab/Fidelity platforms

Job description

United Capital Financial Advisors, LLC seeks an organized Relationship Manager to work closely with Managing Directors and Wealth Advisors. You will own money movement, account maintenance, and client workflows, coordinating across custodians and internal systems to ensure precision and exceptional service.

You’ll partner with Wealth Advisors to support relationships, prepare for meetings, onboard clients, and assist with cash flow and suitability documentation while gaining exposure to advisory