Client Service Associate – Wealth Management

MOHR Talent; Andover (KS); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Annual performance bonus

Medical, dental, vision

401(k)

Paid time off

Paid holidays

Training and mentorship

Job summary

MOHR Talent is seeking a Client Service Associate – Wealth Management in Andover, KS. This full-time role supports high-net-worth clients, collaborates with advisors, and helps onboard new relationships with accurate record-keeping.

You will interact with investment and planning teams, operate Salesforce, and assist with scheduling, travel, and communications. A bachelor's degree is preferred and a Series 65 is required within 120 days.

Qualifications

• Experience serving high-net-worth individuals and families.
• 2+ years of client service experience preferred in wealth management or related fields.
• Proficiency with Salesforce, Microsoft Office, and AI tools.
• Current Series 65 or ability to obtain within 120 days of employment.

Responsibilities

• Respond to client requests, resolve questions, and follow through on outstanding items.
• Help onboard new clients by gathering information and financial statements.
• Maintain accurate client records and track follow-up in Salesforce.
• Help clients navigate digital tools and coordinate with investment, planning, and compliance teams.
• Support advisors with scheduling, phone coverage, and travel arrangements.

Skills

High-net-worth client service

Salesforce

Microsoft Office

AI tools

Attention to detail

Education

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Office

AI tools

Job description

Client Service Associate – Wealth Management

Andover, KS | Full-time | Up to $80,000 DOE, open to discussion | Annual performance bonus eligibility + benefits

An established wealth management organization is seeking a Client Service Associate who enjoys building client relationships and making sure important details are handled well.

Support high-net-worth individuals and families while working closely with experienced advisors, investment professionals, and financial planning teams. The organization invests in its people through training, mentorship, and ongoing professional development.

What You’ll Do

• Respond to client requests, resolve questions, and follow through on outstanding items.

• Help onboard new clients by gathering information and financial statements.

• Maintain accurate client records and track follow-up in Salesforce.

• Help clients navigate digital tools and coordinate with investment, planning, and compliance teams.

• Support advisors with scheduling, phone coverage, and travel arrangements.

What You’ll Bring

• Experience serving high-net-worth individuals and families.

• 2+ years of related client service experience preferred, ideally in wealth management, investment services, private banking, or trust services.

• Proficiency with Salesforce, Microsoft Office, and AI tools.

• Strong organization, attention to detail, and dependable client follow-through.

• Current Series 65 or ability to obtain it within 120 days of employment. Continued employment is contingent on meeting this requirement.

• Bachelor’s degree preferred.

Why Consider This Role?

• Compensation up to approximately $80,000 DOE, with flexibility for relevant experience.

• Annual performance bonus eligibility.

• Medical, dental, vision, 401(k), paid time off, and paid holidays.

• Training and mentorship to strengthen your wealth management knowledge.

• Direct client interaction and collaboration with an experienced advisory team.

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]