Kilter Group
Client Service Executive, Wealth Management
United States
Sponsorship not specifiedDetected 2 days ago
CRMCommunicationCollaborationOrganizational Skills
About the role
- We are seeking an experienced Client Service Executive to join our Client Service team and serve as the primary relationship manager for a portfolio of clients.
- From leading client service meetings and managing ongoing service requests to coordinating financial planning initiatives and overseeing account administration, you will play an integral role in helping clients achieve their financial goals.
- What You Are Responsible For: Client Relationship Management Serve as the primary point of contact for an assigned group of client households, delivering an exceptional client experience throughout the relationship.
Responsibilities
- Build trusted, long-term relationships through proactive communication, responsiveness, and thoughtful service.
- Partner with Advisors and Private Wealth Planners to ensure clients receive coordinated, comprehensive financial guidance.
- Financial Planning & Client Support Assist Advisors and Private Wealth Planners with implementing financial planning recommendations.
- Support clients throughout the implementation process while ensuring a seamless experience across all service areas.
- CRM & Operational Excellence Maintain accurate and complete client records within Tamarac CRM and other firm systems.
- Manage client workflows, tasks, and activities while ensuring timely completion and documentation.
- Maintain the integrity of client data and ensure documentation meets firm standards.
- Collaboration & Teamwork Partner closely with Advisors, Private Wealth Planners, Investment Operations, Insurance Specialists, and fellow Client Service Executives to deliver coordinated client service.
- Share knowledge, best practices, and resources to support the continued development of the Client Service team.
- Lead client service meetings and participate alongside Advisors and Private Wealth Planners during financial planning meetings.
Nice to have
- What You'll Enjoy
- Sabbatical Program - Take time to recharge, travel, and spend quality time with loved ones.
Benefits
- Coordinate estate planning, insurance planning, retirement planning, and investment implementation activities.
Company info
- Kilter Group is an innovative and growing financial services firm at the forefront of the industry.
- We provide comprehensive personal and business solutions along with financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations.
- Our clients come from diverse backgrounds, including entrepreneurs, public figures, creatives, and scientists.
- We collaborate with individuals and families who inspire us and share our impact-focused culture.
- As a nimble, next-generation firm, we challenge industry norms while delivering best-in-class strategic planning, education, and support to help clients reach their full financial potential.
- If you are looking for a client-centered, growth-driven career in an environment that values innovation, professional development, and flexibility, we invite you to explore joining our team.
- A Collaborative, Mission-Driven Team - Work with smart, diverse, and growth-focused professionals who are committed to making an impact.
- Top-of-Industry Compensation & Benefits - Competitive salary, employer-sponsored health, medical, and dental benefits, and a 401(k) match.
- Work-Life Flexibility - Paid time off, including vacation, sick leave, and 12 paid holidays.
- Professional Development - Tuition reimbursement and ongoing industry-focused learning.
- Flexible Remote Work - Enjoy the benefits of remote work while maintaining a location base.
- Bi-Annual Team Off-Sites - Connecting is important, you will use this time personally and professionally.
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This listing is sourced directly from Kilter Group's careers page and normalized into a canonical job model.