Private Wealth Client Experience Specialist

IMA Financial Group; Wichita (KS); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Annual Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Gift Matching

Job summary

IMA Financial Group in Wichita, KS seeks a Client Service Representative to be the primary service interface for clients, supporting Private Wealth advisors and delivering a consistently excellent client experience.

You will onboard new clients, process requests, and collaborate with an investment team to resolve inquiries while upholding IMA’s values and commitment to diversity and inclusion.

Qualifications

• Bachelor’s degree preferred.
• 2–3 years of similar or related experience preferred.
• Must currently hold, or obtain within 120 days of employment, a FINRA Series 65 license.
• Continued employment is contingent upon obtaining the license within this timeframe.
• Experience working with high-net-worth individuals and families.
• Proficiency with Salesforce, Microsoft Office suite, and AI tools.

Responsibilities

• Manage existing client relationships with moderate guidance by processing client requests and inquiries.
• Onboard new clients by collecting client data and training on digital tools.
• Drive client retention by proactively reaching out to clients and documenting follow up.
• Collaborate with investment team, compliance, financial planning and advisors for a consistent client experience.
• Perform administrative duties to support Private Wealth advisors (phones, scheduling, travel).
• Engage in training to stay current on policies and procedures.

Skills

FINRA Series 65 license

High-net-worth experience

Salesforce

Microsoft Office

AI tools

Education

Bachelor’s degree

Job description

IMA Financial Group in Wichita, KS seeks a Client Service Representative to be the primary service interface for clients, supporting Private Wealth advisors and delivering a consistently excellent client experience.

You will onboard new clients, process requests, and collaborate with an investment team to resolve inquiries while upholding IMA’s values and commitment to diversity and inclusion.