Client Service Associate - Wealth Management

Mohr Talent; Wichita (KS); On-site; USD 68,000 - 83,000; Full time

Job summary

MOHR Talent is seeking a Client Service Associate to support wealth advisors in Wichita, Kansas. The role involves handling client service tasks, onboarding new clients, and coordinating with investment and planning teams for affluent clients.

The ideal candidate has 2+ years in wealth management or financial services, a Series 65 license (or willingness to attain within 120 days), and proficiency with Salesforce and Office tools.

Qualifications

• 2+ years of experience in wealth management, financial services, RIA, or investment client support.
• Experience working with high-net-worth individuals and families.
• Series 65 license preferred Or Attain within 120 days of employment.
• Bachelor's degree preferred.
• Proficiency with Salesforce, Microsoft Office, and AI tools.
• Strong communication, organization, and relationship-management skills.

Responsibilities

• Serve as a primary point of contact for high-net-worth clients.
• Support financial advisors with daily client service and account administration.
• Process client requests, resolve inquiries, and maintain accurate account information.
• Assist with new client onboarding, documentation, and account setup.
• Coordinate with investment, financial planning, and compliance teams.
• Maintain client records, track follow-ups, and manage activities in Salesforce CRM.
• Schedule client meetings, prepare documents, and provide administrative support.
• Proactively communicate with clients to ensure a positive service experience

Skills

Communication

Organization

Relationship management

Client service

Education

Bachelor's degree preferred

Tools

Salesforce

Microsoft Office

AI tools

Job description

Job Description

Client Service Associate - Wealth Management
Wichita, KS | Up to $75,000 Base Salary
Full-Time | Private Wealth Management
Series 65 license preferred Or Attain within 120 days of employment

We're partnering with an established wealth management firm that is hiring a Client Service Associate to support financial advisors and high-net-worth clients in Wichita, Kansas.

This is a strong opportunity for someone with experience in wealth management, financial services, or an RIA environment who enjoys building client relationships, coordinating account activities, and supporting financial advisors.

The right person is organized, detail-oriented, and comfortable working directly with affluent individuals and families while delivering a high level of personalized service.

What You'll Be Doing

• Serve as a primary point of contact for high-net-worth clients
• Support financial advisors with daily client service and account administration
• Process client requests, resolve inquiries, and maintain accurate account information
• Assist with new client onboarding, documentation, and account setup
• Coordinate with investment, financial planning, and compliance teams
• Maintain client records, track follow-ups, and manage activities in Salesforce CRM
• Schedule client meetings, prepare documents, and provide administrative support
• Proactively communicate with clients to ensure a positive service experience

What They're Looking For

• 2+ years of experience in wealth management, financial services, RIA, or investment client support preferred
• Experience working with high-net-worth individuals and families
• Series 65 license preferred Or Attain within 120 days of employment
• Bachelor's degree preferred
• Proficiency with Salesforce, Microsoft Office, and AI tools
• Experience with client onboarding, account administration, and financial documentation
• Strong communication, organization, and relationship-management skills
• Ability to handle confidential financial information with professionalism
• Detail-oriented, proactive, and comfortable supporting multiple advisors and clients

Why You'll Love It

• Up to $75,000 base salary
• Opportunity to work directly with experienced financial advisors and affluent clients
• Established wealth management environment with strong client relationships
• Gain valuable experience in investment services, financial planning, and private wealth management
• Collaborative team environment with professional development opportunities
• Opportunity to build a long-term career in wealth management

#LI-FT1

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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Job Summary

Published: 11/2/2026

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.

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