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 relations