Client Service Executive, Wealth Management

About Us: Kilter Group is an innovative and growing financial services firm at the forefront of the industry. We provide comprehensive personal and business solutions along with financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations. Our clients come from diverse backgrounds, including entrepreneurs, public figures, creatives, and scientists. We collaborate with individuals and families who inspire us and share our impact-focused culture. As a nimble, next-generation firm, we challenge industry norms while delivering best-in-class strategic planning, education, and support to help clients reach their full financial potential. If you are looking for a client-centered, growth-driven career in an environment that values innovation, professional development, and flexibility, we invite you to explore joining our team. Requirements About The Role: We are seeking an experienced Client Service Executive to join our Client Service team and serve as the primary relationship manager for a portfolio of clients. This role is ideal for a service-driven professional who enjoys building lasting client relationships while delivering an exceptional client experience. As a Client Service Executive, you will partner closely with Advisors, Private Wealth Planners, Investment Operations, Insurance Specialists, and other members of the Client Service team to coordinate every aspect of the client relationship. From leading client service meetings and managing ongoing service requests to coordinating financial planning initiatives and overseeing account administration, you will play an integral role in helping clients achieve their financial goals. At Kilter Group, our Client Service Executives are far more than administrators—they are trusted relationship managers who proactively anticipate client needs, coordinate complex financial planning initiatives, and ensure every client interaction reflects the high standard of service our firm is known for. What You Are Responsible For: Client Relationship Management Serve as the primary point of contact for an assigned group of client households, delivering an exceptional client experience throughout the relationship. Build trusted, long-term relationships through proactive communication, responsiveness, and thoughtful service. Anticipate client needs and proactively identify opportunities to enhance the client experience. Coordinate and resolve client requests while maintaining clear communication and timely follow-up. Partner with Advisors and Private Wealth Planners to ensure clients receive coordinated, comprehensive financial guidance. Client Meeting Coordination Coordinate all aspects of client meetings, including scheduling, agenda preparation, gathering financial information, and preparing meeting materials. Lead client service meetings and participate alongside Advisors and Private Wealth…