Client Service Associate

MOHR Talent; Derby (KS); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision, and Rx

401(k) & ESPP

Paid time off & holidays

Well-being stipend

Mentorship

Team-first culture

Job summary

MOHR Talent, a national and minority-owned wealth management firm, is seeking a Client Service Associate toPartner with private wealth advisors and clients in Derby, KS. You will deliver responsive service, onboarding, and proactive outreach to strengthen relationships and ensure a superior client experience.

You will join a collaborative team, receive mentorship, and benefit from robust training while supporting scheduling, travel, and day-to-day client needs.

Qualifications

• 2+ years of similar or related experience preferred.
• Series 65 license, or ability to obtain it within 120 days of hire (continued employment is contingent on obtaining it).
• Experience working with high-net-worth individuals and families.
• Proficiency with Salesforce, Microsoft Office, and AI tools.
• Bachelor’s degree preferred.
• A service-first mindset and strong communication skills.

Responsibilities

• Manage existing client relationships by processing requests, resolving inquiries, and keeping client information current.
• Take a proactive, solutions-based approach to strengthening client relationships.
• Onboard new clients by gathering data and financial statements and training them on digital tools.
• Drive client retention through proactive outreach and documented follow-up.
• Work with the investment, compliance, planning, and advisor teams to deliver a seamless client experience.
• Support advisors with phones, scheduling, and business travel.
• Take part in training and development to stay sharp on policies and procedures.

Skills

Relationship management

Client communication

Problem solving

Team collaboration

Series 65 license

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

AI tools

Job description

Client Service Associate

Derby, KS | In-Person | $60,000 - $75,000 /yr + Annual Bonus | Full-Time

A well established and growing, employee-focused wealth management firm with a collaborative team that cares about their people is hiring a Client Service Associate. You will be the go-to service partner for private wealth advisors and their clients, delivering responsive support and a consistently great client experience while building your own career with strong training and mentorship.

What You’ll Do:

• Manage existing client relationships by processing requests, resolving inquiries, and keeping client information current
• Take a proactive, solutions-based approach to strengthening client relationships
• Onboard new clients by gathering data and financial statements and training them on digital tools
• Drive client retention through proactive outreach and documented follow-up
• Work with the investment, compliance, planning, and advisor teams to deliver a seamless client experience
• Support advisors with phones, scheduling, and business travel
• Take part in training and development to stay sharp on policies and procedures

What You Bring:

• 2+ years of similar or related experience preferred
• Series 65 license, or ability to obtain it within 120 days of hire (continued employment is contingent on obtaining it)
• Experience working with high-net-worth individuals and families
• Proficiency with Salesforce, Microsoft Office, and AI tools
• Bachelor’s degree preferred
• A service-first mindset and strong communication skills

What’s In It For You:

• Medical, dental, vision, and prescription coverage
• 401(k) and employee stock purchase opportunity
• Paid time off, paid holidays, and flexible work options
• Well-being stipend, plus personal and professional development support
• Mentorship and a team-first culture where people grow

Job Summary

Published: 10/15/2026

Type: Direct Hire

Category: Finance / FP&A

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]

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