Wealth Services Manager

Krilogy; Creve Coeur (MO); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life & disability coverage

401(k) match

Paid time off

Paid holidays

Teleworking options

Free parking

Job summary

Krilogy seeks a Wealth Services Manager to provide high-level administrative support to multiple Senior Wealth Advisors. The role focuses on task and calendar management, meeting preparation, and onboarding new clients while ensuring accurate client service and CRM documentation.

The position emphasizes attention to detail, organization, and proactive communication to coordinate client money movements and reporting. Collaborative teamwork is essential.

Qualifications

• Minimum five years financial services experience required.
• Bachelor’s degree preferred.
• Strong organization, attention to detail and task management skills.
• 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.

Responsibilities

• Provide high-level administrative support to Senior Wealth Advisors.
• Manage calendars, meetings, and client onboarding procedures.
• Execute paperwork submissions for new and existing clients (Schwab/Fidelity accounts, insurance, annuities).
• Document client communications in CRM and track client money movements.
• Prepare summary reports and coordinate client meetings and travel.
• Collaborate with team to support daily business practices and special projects.

Skills

Financial services experience

Organizational skills

Microsoft Office

CRM experience

Education

Bachelor’s degree preferred

Tools

Microsoft Office

CRM software

Schwab/Fidelity portals

Job description

Job Summary:

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.

Essential Duties & Responsibilities:

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
• Bachelor’s degree preferred
• 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:

• Competitive salary
• 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