Client Service Represenative

Cordell Wealth Management; Topeka (KS); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Full coverage benefits

Direct mentorship

A voice at the table

Two hubs

Job summary

Cordell Wealth Management in Topeka and Wichita, Kansas, is seeking a Client Service Representative to be the first line of care for clients and to support daily operations with autonomy and professional growth.

You will help preserve client relationships, guide onboarding, and optimize schedules and workflows using our CRM and financial software. A hospitality mindset and strong communication skills are essential in a fast-paced boutique environment.

Qualifications

• Attention to detail with accuracy; catch micro-errors.
• Proactive, self-motivated in a fast-paced environment.
• Excellent verbal and written communication; compassionate and professional.
• Adaptable to new platforms and software navigation.

Responsibilities

• Relationship Preservation & Care: deliver attentive, inviting client communication; handle inquiries with professionalism and speed.
• Client Onboarding: guide onboarding, process financial applications, transfers, and documentation with minimal friction.
• Calendar & Meeting Excellence: manage advisor schedules and coordinate invitations and hospitality workflows.
• Tech Stack Optimization: use financial software and CRM to clean data and streamline workflows.

Skills

Attention to Detail

Sense of Urgency

Hospitality & Charisma

Digitally Native

Job description

About Cordell Wealth Management

Cordell Wealth Management is a fast-growing, high-touch boutique firm with offices in Topeka and Wichita, Kansas. We strive for excellence. This standard defines our tight-knit, growth-centric team of 10 to 15 professionals. We are seeking sharp, compassionate, and exceptionally organized individuals.

As a Client Service Representative (CSR), you are vital to our daily operations and the first line of care for our clients. As we grow, you will not just be handed a script or manual that limits flexibility. Instead, you will have the autonomy to excel as a professional, elevate our client experience, and help shape how our firm scales.

Key Responsibilities

• Relationship Preservation & Care: Deliver an attentive, inviting, and responsive communication experience. Serve as the trusted first line of contact, handling incoming client inquiries via phone, email, and digital platforms with absolute professionalism and speed.
• Client Onboarding: Guiding clients through the onboarding journey. Prepare, process, and track complex financial applications, account transfers, and legal documentation with minimal friction.
• Calendar & Meeting Excellence: Strategically manage advisor schedules, proactively coordinate annual review invitations, and manage the pre/post meeting hospitality workflows.
• Tech Stack Optimization: Utilize financial software and CRM systems to clean client data profiles, streamline internal workflows, and maximize operational efficiency to allow advisory teams to excel.

Qualifications & Attributes

• Attention to Detail: A meticulous standard for accuracy and a natural ability to catch micro-errors.
• Sense of Urgency: Proactive, self-motivated, and built to thrive in a fast-paced environment.
• Exceptional Hospitality & Charisma: Excellent verbal and written communication skills with the ability to present complex concepts simply and professionally. Compassion, kindness, and empathy are essential.
• Digitally Native: Adaptable to new platforms/websites. Navigating tabs and complex software efficiently.

What We Offer

• Full-Coverage Benefits: Enjoy 100% company-paid health, dental, and life insurance. We also offer a 401(k) and HSA, complete with competitive employer matching.
• Direct Mentorship: Side-by-side guidance from senior advisors and support staff invested in your growth.
• A Voice at the Table: We want to improve; your insights will be heard, debated, and used.
• Two Hubs, One Team: Based in Topeka with expansive collaboration with our office in Wichita, Kansas.
• The Workspace & Environment: A premium desk and a multi-monitor setup in a vibrant part of Topeka, 5 minutes from great lunch spots (CAVA, Chipotle, Panera), with manageable traffic.
• Real Career Pipeline: We are looking for our future operational leaders. Exceptional performance