Client Relationship Specialist

Morton Wealth is looking for a detail-oriented and people-driven Client Relationship Specialist to join our team. This is a full-time, in-office role that serves as a foundational entry point into our organization — and for the right person, a launching pad toward a career as a Wealth Advisor.We are an RIA that manages roughly $3.5 billion in assets across 1,300+ families. Our investment approach is distinctly not "Wall Street" — we are willing to look beyond traditional investments when alternative approaches more closely match our philosophy of risk management, true diversification, and cash flow. In addition to our unique investment approach, we offer comprehensive financial advice that aligns with traditional CFP® education as well as behavioral finance.At Morton, we believe that great advisors are built over time, and that the best place to start is by understanding how our firm works from the inside out. As a Client Relationship Specialist, you'll develop a deep familiarity with our clients, our processes, and our investment philosophy — the kind of foundation that makes for exceptional advisors down the road.Daily Responsibilities include:Account Maintenance and Document PreparationExecute client account requests and communicate timing expectations to the advisory teamPrepare, submit, and track documents with custodians including Schwab and Fidelity, ensuring accuracy and timely completionClient CorrespondencePrepare and send DocuSign envelopes and follow up with clients as neededMonitor the Client Services email inbox and respond to correspondence in a timely mannerAttend monthly client meetings to better understand the context behind client requestsTeam CoordinationCommunicate workload capacity with your Team Lead and set clear expectations for completionParticipate in weekly team huddles and quarterly retreatsContribute to quarterly OKR completion and updatesPersonal Growth and DevelopmentAttend and participate in weekly education sessionsPursue outside continuing education, including working toward your CFPActively engage with available development resources to grow your knowledge of wealth managementWho You AreYou're the kind of person who takes pride in getting the details right — and who also lights up in conversation. You're curious about people, comfortable navigating complexity, and you have a natural ability to explain things clearly to others regardless of their background or experience level. You don't shy away from difficult conversations, and you know how to build trust over time.You're drawn to this role not just because you're organized and dependable, but because you're genuinely interested in financial planning and wealth management — and you see this as the beginning of something bigger.Qualities We're Looking ForStrong attention to detail and a commitment to accuracy in everything you produceExceptional organizational skills and the ability to manage competing priorities without losing focusA natural communicator — someone who can translate complex ideas into clear, accessible language for a wide range of audiencesGenuine curiosity about clients and a desire to understand their needs and goalsThe interpersonal instincts to build trust, navigate sensitive conversations, and make people feel at easeA proactive, self-directed approach to problem-solving and personal developmentPersonal accountability — you own your work, including your mistakes, and you use them to get betterScheduleFull-time, 40 hours per weekIn-office Monday through Thursday, 9:30am–3:30pm (with flexibility for retreats, deep work days, pre-approved remote hours, and PTO)Our OfferA clearly defined career path with real opportunities to grow into a Wealth Advisor roleA collaborative, people-first culture where your development is taken seriouslyWeekly education sessions and support for continuing education goalsCompetitive compensation, retirement, and health benefitsIf you're looking for a place to build a meaningful career in wealth management — not just a job — we'd love to hear from you. Please submit your resume and a member of our Human Capital Team will be in touch.