Wealth Services Manager

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

Benefits offered by this job

Medical, dental, vision insurance

Life & disability insurance

401(k) with employer match

Paid time off

Paid holidays

Parental leave

Teleworking opportunities

Complimentary parking

Job summary

Krilogy seeks a Wealth Services Manager in Creve Coeur, MO. This full-time role provides high-level administrative support to Senior Wealth Advisors, manages calendars, onboarding, client service, and CRM documentation.

The ideal candidate has at least five years in financial services, strong organization, and MS Office proficiency, with familiarity of Schwab or Fidelity. Excellent communication and ability to handle confidential information are essential.

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 accuracyAbility to maintain integrity of sensitive and confidential information
• Ability to work independently or in a collaborative setting, exercise good judgement and take initiative

Responsibilities

• Manage 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).
• 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.

Skills

Strong organization

Attention to detail

Task management

Verbal and written communication

Independent and collaborative work

Education

Bachelor's degree preferred

Tools

Microsoft Office

Schwab/Fidelity websites

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

• 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.

• Creve Coeur, MO
• Posted 4 years ago

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 accuracyAbility 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