Wealth Services Manager

Krilogy, LLC; Dallas (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with employer match

Paid time off

Paid holidays

Parental leave

Flexible work attire

Flexible workday opportunities

Job summary

Krilogy Wealth Management is seeking a Wealth Services Manager to provide high-level administrative support to multiple Senior Wealth Advisors in Dallas. The role covers calendar management, client onboarding, and proactive client service, requiring meticulous organization and clear communication.

You will handle paperwork for investments, insurance and annuity products, maintain client records in the CRM, and coordinate meetings and money movements.

Qualifications

• Minimum five years of experience in the financial services industry, supporting investment and retirement planning.
• Strong organization, attention to detail and task management skills.
• Proficient in Microsoft Office; familiarity with Schwab or Fidelity portals preferred.
• Experience completing paperwork for investments, insurance and annuity products.
• Excellent written and verbal communication with clients and colleagues.
• Ability to manage multiple tasks accurately and independently.

Responsibilities

• Provide high-level administrative support to multiple Senior Wealth Advisors.
• Manage calendars, meeting preparation and client onboarding tasks.
• Document client communications in CRM and track money movements (RMDs, IRA, contributions).
• Coordinate client meetings, calls and travel logistics as needed.
• Prepare account summaries and insurance/beneficiary details for review.
• Collaborate with advisors to execute tasks and projects and maintain file integrity.

Skills

Client service

Calendar management

Attention to detail

Multi-tasking

Communication

Tools

Microsoft Office

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 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 and 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, coordination of client meetings, file and calendar maintenance.


• Collaborate with Associate Advisors on the team to execute tasks and projects.

Qualifications

• Minimum five years of experience in the financial services industry, specifically supporting investment and retirement planning


• Strong organization, attention to detail and task management skills


• Computer skills and knowledge of Microsoft Office required, familiarity with Schwab or Fidelity websites preferred


• Experience with completing alternative investment, insurance & annuity paperwork


• 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


• 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 opportunities