Wealth Management Client Experience Specialist
Claire Myers Consulting
14 days+
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Benefits offered by this job
Job summary
A wealth management firm in Leawood is looking for an Associate Service Advisor to enhance client relationships and support advisors in delivering exceptional service. This position involves significant collaboration, meticulous documentation, and administrative responsibilities to ensure a high-quality client experience. The ideal candidate will have strong organizational skills, attention to detail, and a background in financial services, fostering a path toward deeper advisory responsibilities over time.
Qualifications
- Strong organizational skills with ability to manage multiple priorities.
- High attention to detail and commitment to accuracy.
- Clear and professional communication skills (written and verbal).
- Ability to operate with discretion and maintain confidentiality.
- Self-motivated with strong ownership and follow-through.
Responsibilities
- Serve as a primary point of contact for client service needs.
- Ensure timely and thoughtful responses to client requests.
- Maintain detailed and accurate client records and documentation.
- Prepare meeting materials, reports, and agendas.
- Participate in client meetings and capture key takeaways.
Skills
Organizational skills
Attention to detail
Communication skills
Discretion and confidentiality
Self-motivated
Education
Experience in wealth management or financial services
Tools
CRM systems
Microsoft Office
Google Suite
Job description
A wealth management firm in Leawood is looking for an Associate Service Advisor to enhance client relationships and support advisors in delivering exceptional service. This position involves significant collaboration, meticulous documentation, and administrative responsibilities to ensure a high-quality client experience. The ideal candidate will have strong organizational skills, attention to detail, and a background in financial services, fostering a path toward deeper advisory responsibilities over time.
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