Wealth Services Manager

Krilogy, LLC; Creve Coeur (MO); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

Insurance benefits (medical, dental,视视

401(k) with employer match

Paid time off

Paid holidays

Paid pregnancy leave and parental/gran

Job summary

Krilogy is seeking a Wealth Services Manager to provide high-level administrative support to Senior Wealth Advisors. You will manage tasks, calendars, onboarding, and client service, while supporting advisory teams and maintaining CRM records. Strong communication and organizational skills are essential for success.

The role collaborates with associates and requires attention to confidential information and a proactive, detailed approach to daily operations.

Qualifications

• Minimum five years financial services experience.
• Strong organization and attention to detail.
• Excellent verbal and written communication with clients and coworkers.
• Ability to manage multiple tasks with accuracy.
• Ability to maintain confidentiality of information.

Responsibilities

• Submit paperwork for new and existing clients (Schwab/Fidelity, insurance, annuities).
• Provide ongoing client service and document communications in CRM.
• Track and execute client money movements (RMDs, IRA contributions, 529s, etc.).
• Assist with office backup tasks, travel arrangements, calendar and file maintenance.
• Collaborate with Associate Advisors on tasks and projects.

Skills

Financial services

Organization

Communication

Attention to detail

Multitasking

Tools

Microsoft Office

CRM software

Schwab/Fidelity websites

Job description

The Wealth Services Manager is a full-time position that provides high-level administrative and clerical support to multiple Senior Wealth Advisors at the firm. This position supports the Wealth Advisors through task management, calendar management, meeting preparation, new client onboarding, client service, participation in client calls, and gathering client and practice information. Attention to detail, organization, follow through and communication skills are critical for the success of this valuable team member.

Client Service

• Become an expert on and complete paperwork submissions for new and existing clients.
• Paperwork includes, but is not limited to, Schwab/Fidelity accounts, alternative investment subscriptions, insurance applications, and annuity contract changes/applications
• Execute ongoing client service by processing client requests, resolving client inquiries, and documenting client communication in CRM.
• Maintain system of tracking and execute one-time, monthly, and annual client money movements (RMDs, IRA contributions, 529 contributions, etc.).
• Assist in general office backup procedures as needed.
• Create summary reports in MS Office or planning software, including account summaries, beneficiary detail and insurance summaries
• Other duties and responsibilities as assigned.

Client Meetings and Phone Calls

• Gain familiarity with client situations including money movement, preferences, family details, etc.

Calendar Management

• Review calendar daily, setting and confirming meetings with clients and others.
• Maintain system of tracking consistent scheduling of client meetings.

Practice Management

• Capture and document to completion all client and advisor tasks in Client Relationship Manager (CRM).
• Perform administrative duties that support the advisors in daily business practices, including but not limited to telephone coverage, business travel arrangements, coordination of client meetings, file and calendar maintenance.
• Collaborate with Associate Advisors on the team to execute tasks and projects.

Qualifications:

• Minimum five years financial services experience required
• Strong organization, attention to detail and task management skills
• Computer skills and knowledge of Microsoft Office required, familiarity with Schwab or Fidelity websites preferred
• Strong verbal and written communication and interpersonal skills with clients and coworkers
• Ability to perform multiple tasks efficiently and with accuracy
• Ability to maintain integrity of sensitive and confidential information
• Ability to work independently or in a collaborative setting, exercise good judgement and take initiative

Salary and Benefits:

• Insurance benefits offered include medical, dental, vision, life & disability coverage
• 401(k) with employer match
• Paid time off (combines your vacation, personal and sick days together – gives you more flexibility)
• Paid holidays
• Paid pregnancy leave, parental leave and grandparental leave
• Flexible attire and flexible workday/teleworking opportunities
• Complimentary parking

Krilogy ® is an Equal Opportunity Employer