Client Service Associate - Wealth Management

Client Service Associate - Wealth ManagementWichita, KS | $60,000-$75,000 Base SalaryFull-Time | Private Wealth Management / Financial AdvisorySeries 65 Preferred or Ability to Obtain Within 120 Days

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We're partnering with a growing wealth management and financial advisory firm that is hiring a Client Service Associate to support financial advisors and high-net-worth clients.This is a great opportunity for someone with experience in wealth management, RIAs, financial planning, or investment client services who enjoys building client relationships and supporting financial advisors. The right person is organized, proactive, comfortable working with affluent families, and interested in growing their career in private wealth management.
What You'll Be DoingServe as a key point of contact for high-net-worth individuals and familiesSupport financial advisors with daily client service and account managementAssist with new client onboarding, account documentation, and financial information collectionProcess client requests, resolve inquiries, and maintain accurate client recordsCoordinate with financial advisors, investment teams, compliance, and financial planning departmentsBuild strong client relationships through proactive communication and follow-upMaintain client information and track activities using Salesforce CRMAssist with scheduling, meeting preparation, and advisor administrative supportUse Microsoft Office, Salesforce, and AI tools to improve service efficiency
What They're Looking For2+ years of experience in wealth management, financial services, an RIA, or financial advisory client service preferredExperience working with high-net-worth clients and familiesSeries 65 license required within 120 days of employment if not already heldExperience supporting financial advisors, wealth managers, or investment professionalsProficiency with Salesforce, Microsoft Office, and AI tools xzbcwsv Strong client communication, organization, and problem-solving skillsAbility to manage multiple client requests while maintaining accuracy and professionalismBachelor's degree preferred
Why You'll Love It$60,000-$75,000 base salaryOpportunity to work directly with private wealth advisors and affluent clientsBuild valuable experience in financial planning, investments, and wealth managementProfessional development, training, and mentorship opportunitiesCollaborative environment focused on exceptional client serviceGreat career opportunity for someone looking to grow within wealth management or financial advisory services