Wealth Management Associate

Responsibilities

Kforce has a client in Plano, TX that is seeking a Wealth Management Associate that manages end-of-the-end clients, and account exits in a fast-paced environment with tight deadlines and competing priorities. This role requires strong analytical judgment, knowledge of reference data, and effective communication with global business managers and key partners to ensure timely, accurate execution. The Associate will also help strengthen operating models, enhance the client experience, and improve efficiency and control.Key Responsibilities:

• Manage and process client and account exit end-to-end, ensuring timely completion
• Analyze and interpret daily inquiries related to exit requests; Determine appropriate actions and next steps
• Communicate clearly with advisors, supervisory managers, and cross-functional stakeholders to coordinate approvals and execution
• Track and follow up on pending exits; Resolve issues and remove blockers
• Serve as a subject matter expert and primary point of contact for client and account exit processes
• Produce and share metrics and status reporting with business partners and senior management
• Proactively identify risks, gaps, and process improvement opportunities; Implement mitigations and update procedures as needed
• Create, maintain, and enhance procedure documentation to support a control-focused operating environment
• Partner collaboratively across levels and influence decisions to drive consistent outcomes

Skills

• Bachelor's degree in Business Administration, Finance, or equivalent relevant experience
• Project experience preferred
• Strong ability to prioritize and multitask in a fast-paced, team-based environment.
• Analytical, detail-oriented, and control-minded with strong problem-solving skills
• Excellent time management and organizational capabilities
• Proven ability to build effective partnerships across stakeholders, managers, and peers
• Self-motivated, accountable, and effective under pressure
• Strong written and verbal communication skills, including the ability to present complex issues clearly
• Familiarity with iInquire, WorkHub, Connect, and Customer Assist preferred

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.


We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.


Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless and until paid and may be modified in its discretion consistent with the law.


This job is not eligible for bonuses, incentives or commissions.


Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.


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Kforce is a professional staffing services firm offering Technology and Finance & Accounting jobs with top employers nationwide. We specialize in providing contract, contract-to-hire and direct placement opportunities, with over 50 years of experience in the staffing industry. Kforce offers many consultants comprehensive benefits depending on employment status, including medical, dental, 401(K), life insurance and disability. Our vision is to be "the firm most respected by those we serve."