Kuttin Wealth Management, A private wealth advisory practice of Ameriprise Financial Services, LLC

Registered Client Concierge (Remote)
Location:
Remote
Compensation:
$75,000 Annual Salary (Exempt)
Industry:
Wealth Management / Financial Services
Licensing Required:
S.I.E., Series 7 and Series 63 FINRA licenses required
About the Role
Kuttin Wealth Management is seeking a highly organized, service-oriented
Registered Client Concierge
to support a successful financial advisor and deliver an exceptional client experience.
This is a fully remote position supporting an advisor who operates in both
Florida and Hawaii
. While the majority of work occurs during normal U.S. market hours, the ideal candidate will be flexible and adaptable to occasional schedule variations driven by advisor and client needs across multiple time zones.
This role is ideal for a licensed financial services professional who enjoys building relationships, creating efficiencies, and serving as a trusted partner to both clients and the advisor.
What You'll Do
Client Service &amp; Relationship Management
<ul>
<li>Serve as the primary point of contact for clients</li>
<li>Respond promptly and professionally to client inquiries</li>
<li>Deliver a high-touch, concierge-level client experience</li>
<li>Build and maintain strong client relationships</li>
<li>Resolve client service issues efficiently and proactively</li>
</ul>
Meeting Coordination &amp; Follow-Up
<ul>
<li>Schedule and coordinate client meetings</li>
<li>Prepare meeting materials and supporting documentation</li>
<li>Brief the advisor on relevant client information and life events</li>
<li>Manage pre-meeting and post-meeting communications</li>
<li>Track and complete meeting follow-up items</li>
</ul>
Operations &amp; Administrative Support
<ul>
<li>Prepare and process account paperwork, applications, and service requests</li>
<li>Review documentation for accuracy and completeness before submission</li>
<li>Maintain client records and CRM data</li>
<li>Ensure adherence to compliance and record-retention requirements</li>
<li>Monitor outstanding tasks and follow through to completion</li>
</ul>
Reporting &amp; Client Engagement
<ul>
<li>Create and utilize CRM reports and dashboards</li>
<li>Support client segmentation initiatives</li>
<li>Coordinate proactive client outreach efforts</li>
<li>Assist with special projects and client service initiatives</li>
</ul>
Qualifications
Required
<ul>
<li>S.I.E., Series 7 and Series 63 FINRA licenses required</li>
<li>Experience supporting a financial advisor, wealth management team, or financial services practice</li>
<li>Strong understanding of financial services operations and compliance requirements</li>
<li>Proficiency with CRM systems and Microsoft Office applications</li>
<li>Excellent verbal and written communication skills</li>
<li>Strong organizational skills with exceptional attention to detail</li>
</ul>
Preferred
<ul>
<li>Experience working remotely in a client-facing role</li>
<li>Familiarity with Ameriprise systems and processes</li>
<li>Experience coordinating client events and ongoing relationship management activities</li>
</ul>
Key Traits of a Successful Client Concierge
<ul>
<li>A natural leader</li>
<li>High level of interpersonal skills</li>
<li>Demonstrated customer service experience</li>
<li>Excellent organizational skills and attention to detail</li>
<li>Process driven</li>
<li>Excellent verbal and written communication skills</li>
<li>Effective and efficient time management</li>
<li>Positive attitude and sincere willingness to constantly learn and grow</li>
</ul>
Schedule
<ul>
<li>Full-time, exempt position</li>
<li>Fully remote work environment</li>
<li>Most work performed during normal U.S. market hours</li>
<li>Flexibility is essential due to advisor operations in both Florida and Hawaii</li>
<li>Occasional schedule adjustments may be required to meet business needs</li>
</ul>
Why Join Kuttin Wealth Management?
<ul>
<li>Work remotely while supporting a successful advisory practice</li>
<li>Be part of a growing and collaborative team</li>
<li>Enjoy meaningful client interaction and relationship building</li>
<li>Play a key role in helping clients achieve their financial goals</li>
</ul>

Registered Client Concierge

Registered Client Concierge

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