Wealth Services Manager: Client Onboarding & Admin

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

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.