Wealth Services Manager: Client Onboarding & Admin
Listed on 2026-10-07
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Administrative/Clerical
Office Administrator/ Coordinator
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.
Consider building your career as a Wealth Services Manager:
Client Onboarding & Admin at Krilogy.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Services Manager:
Client Onboarding & Admin role in the description above.
We appreciate your interest in this position.
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