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Wealth Services Manager: Client Onboarding & Admin
Job in
Creve Coeur, St. Louis County, Missouri, USA
Listed on 2026-09-09
Listing for:
Krilogy
Full Time
position Listed on 2026-09-09
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
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.
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