Wealth Associate, Financial Services & Client Support
Overview
You will own client service and operational support for a Wealth Advisor at MOOSHI Wealth Planning & Management, a Kestra Financial independent advisor practice in Detroit. Managing a high-touch book of business, you resolve service issues, coordinate account workflows, and maintain compliance records using Redtail CRM and Laser Fiche. This role offers direct client interaction and the opportunity to earn your Series 7 and 65/66 licenses. You'll work onsite, collaborating with a dedicated team focused on personalized wealth management.
What You'll Do8
- 1Resolve client service requests and problems within 24 hours, documenting every interaction in Redtail CRM to meet compliance standards.
- 2Deepen client relationships by proactively identifying additional services, presenting options via phone or in person, and following up with the Wealth Advisor on action items.
- 3Partner with the Broker Dealer to open new accounts, process maintenance, and ensure all paperwork meets regulatory requirements.
- 4Maintain the Redtail CRM database, track prospective client workflows, and coordinate follow-up tasks for the Advisor.
- 5Manage the digital filing system in Laser Fiche, scanning and organizing client documents to ensure instant retrieval and audit readiness.
- 6Answer incoming calls, route messages accurately, and provide first-line support for client inquiries.
- 7Input data into financial planning tools, including Goals-Based Analysis and eMoney, ensuring accuracy for client reviews.
- 8Support the Wealth Advisor and Director of Operations with ad-hoc projects to improve office efficiency.
Requirements7
- 12+ years of administrative support in a professional environment, with strong computer skills in Outlook, Word, Excel, and PowerPoint.
- 2High school diploma or Associate's degree required; Bachelor's degree preferred.
- 3Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly.
- 4Strong time management and organizational skills, managing multiple tasks independently.
- 5Ability to build rapport with clients and internal partners, demonstrating a client-first mindset.
- 6Series 7 and 65/66 licenses preferred, or willingness to obtain them.
- 7Previous experience in financial services is a plus.
Salary Insight
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