Wealth Services Coordinator — Workday

Krilogy Wealth Management is seeking a Wealth Services Manager to provide high-level administrative support to multiple Senior Wealth Advisors in Dallas. The role covers calendar management, client onboarding, and proactive client service, requiring meticulous organization and clear communication.

You will handle paperwork for investments, insurance and annuity products, maintain client records in the CRM, and coordinate meetings and money movements.

We are currently recruiting a Wealth Services Coordinator — Flexible Workday for our team in Dallas, TX, United States.

We are looking to fill the Wealth Services Coordinator — Flexible Workday position at Krilogy in Dallas, TX, United States.

The Wealth Services Coordinator — Flexible Workday role at Krilogy is now open for applications in Dallas, TX, United States.

Join us at Krilogy as our next Wealth Services Coordinator — Flexible Workday in Dallas, TX, United States.