Associate Service Advisor

Claire Myers Consulting; Leawood (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Base salary + performance-based bonus

401(k) with employer match

Health and disability insurance

PTO + parental leave

Team events and strong culture

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.
• Ensure all action items and next steps are executed.
• Support advisors in delivering a high-quality client experience.
• Assist with servicing investment and risk management strategies.
• Support account maintenance and insurance coordination.
• Partner with team members to ensure workflows are completed without gaps.
• Identify and contribute to process improvements.

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

Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning. They are seeking an Associate Service Advisor to support the advisory team and help deliver a high-quality, detail-driven client experience.

This is not a purely administrative role. This person will sit at the center of client relationships, supporting preparation, execution, and follow-through. The ideal candidate is highly detail-oriented, intellectually curious, and thrives in an environment where expectations are high and precision matters.

This role offers strong visibility into the full wealth management process and creates a path toward deeper advisory responsibility over time.

Key Responsibilities

Client Experience & Execution

• Serve as a primary point of contact for client service needs
• Ensure timely, accurate, and thoughtful responses to client requests
• Manage follow-through and coordinate across internal and external partners
• Maintain detailed and accurate client records and documentation
• Prepare meeting materials, reports, and agendasParticipate in client meetings and capture key takeaways
• Ensure all action items and next steps are executed
• Support advisors in delivering a consistent, high-quality experience

Operations & Internal Coordination

• Assist with servicing investment and risk management strategies
• Support account maintenance and insurance coordination
• Partner with team members to ensure workflows are completed without gaps
• Identify and contribute to process improvements

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

Preferred

• 3–5+ years of experience in wealth management or financial services
• Familiarity with financial planning concepts, investments, or insurance
• Life & Health license and/or Series licenses (6, 63, 65, 66, 7) are a plus
• Experience with CRM systems and Microsoft Office / Google Suite
• Base salary + performance-based bonus
• Clear career path with growth opportunities
• 401(k) with employer match
• Health and disability insurance
• PTO + parental leave
• Team events and a strong, collaborative culture