Client Service Associate - Wealth Management

MOHR Talent; Wichita (KS); Sur place; USD 52 000 - 72 000; Plein temps

Résumé du poste

MOHR Talent partners with a growing wealth management and financial advisory firm to hire a Client Service Associate who will support financial advisors and high-net-worth clients.

The ideal candidate has 2+ years in wealth management, strong client communication, and comfort with affluent families. Series 65 is required within 120 days. Proficiency with Salesforce, Microsoft Office, and AI tools is desired.

Qualifications

• 2+ years of experience in wealth management, financial services, an RIA, or financial advisory client service preferred.
• Experience working with high-net-worth clients and families.
• Series 65 license required within 120 days of employment if not already held.
• Experience supporting financial advisors, wealth managers, or investment professionals.
• Proficiency with Salesforce, Microsoft Office, and AI tools.

Responsabilités

• Serve as a key contact for high-net-worth individuals and families.
• Support financial advisors with daily client service and account management.
• Assist with new client onboarding, account documentation, and financial information collection.
• Process client requests, resolve inquiries, and maintain accurate client records.
• Coordinate with financial advisors, investment teams, compliance, and financial planning departments.
• Build strong client relationships through proactive communication and follow-up.
• Maintain client information and track activities using Salesforce CRM.
• Assist with scheduling, meeting preparation, and advisor administrative support.
• Use Microsoft Office, Salesforce, and AI tools to improve service efficiency.

Connaissances

Client communication

Organization

Problem solving

Relationship building

Time management

Attention to detail

Formation

Series 65 license or ability to obtain within 120 days

Bachelor's degree preferred

Outils

Salesforce

Microsoft Office

AI tools

Description du poste

Client Service Associate - Wealth Management

Series 65 Preferred or Ability to Obtain Within 120 Days

We're partnering with a growing wealth management and financial advisory firm that is hiring a Client Service Associate to support financial advisors and high-net-worth clients.

This is a great opportunity for someone with experience in wealth management, RIAs, financial planning, or investment client services who enjoys building client relationships and supporting financial advisors. The right person is organized, proactive, comfortable working with affluent families, and interested in growing their career in private wealth management.

What You'll Be Doing

• Serve as a key point of contact for high-net-worth individuals and families
• Support financial advisors with daily client service and account management
• Assist with new client onboarding, account documentation, and financial information collection
• Process client requests, resolve inquiries, and maintain accurate client records
• Coordinate with financial advisors, investment teams, compliance, and financial planning departments
• Build strong client relationships through proactive communication and follow-up
• Maintain client information and track activities using Salesforce CRM
• Assist with scheduling, meeting preparation, and advisor administrative support
• Use Microsoft Office, Salesforce, and AI tools to improve service efficiency

What They're Looking For

• 2+ years of experience in wealth management, financial services, an RIA, or financial advisory client service preferred
• Experience working with high-net-worth clients and families
• Series 65 license required within 120 days of employment if not already held
• Experience supporting financial advisors, wealth managers, or investment professionals
• Proficiency with Salesforce, Microsoft Office, and AI tools
• Strong client communication, organization, and problem-solving skills
• Ability to manage multiple client requests while maintaining accuracy and professionalism
• Bachelor's degree preferred

Why You'll Love It

• Opportunity to work directly with private wealth advisors and affluent clients
• Build valuable experience in financial planning, investments, and wealth management
• Professional development, training, and mentorship opportunities
• Collaborative environment focused on exceptional client service
• Great career opportunity for someone looking to grow within wealth management or financial advisory services