Supports wealth managers with client service, account administration, onboarding, transfers, rollovers, money movement, data maintenance, billing inputs, meeting coordination, and advisor research. Maintains accurate client and account information, follows firm and custodian procedures, responds to client inquiries, manages CRM and portfolio software records, and identifies process improvements. Requires strong communication, attention to detail, technology skills, and experience in wealth management or a related financial services environment.

Supports Wealth Managers with client service, account opening, transfers, rollovers, onboarding, money movement, data maintenance, billing inputs, meeting coordination, and client inquiries. Maintains accurate client and account information, follows firm and custodian procedures, conducts limited research, supports process improvements, and coordinates with advisors and firm personnel. The role requires strong communication, attention to detail, technology proficiency, and wealth management client service experience.

Leads comprehensive financial planning for complex wealth-management clients, covering cash flow, retirement, tax, estate, insurance, education, and philanthropic strategies. Partners with advisors and external professionals, presents recommendations, monitors plans, ensures regulatory and fiduciary compliance, and mentors junior planners. Analyzes sophisticated compensation, business ownership, stock options, and concentrated positions while contributing to planning standards, processes, and tools.