Private Wealth Client Service Specialist

IMA Financial Group; Wichita (KS); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Annual Performance Bonus

Stock Purchase

Medical Plans

Prescription Drugs

Dental

Vision

401(k)

Life/AD&D

Paid Time Off

Flexible Work Options

Paid Holidays

Sabbatical

Gift Matching

Well-Being Stipend

Personal and Professional Development

Job summary

IMA Financial Group in Wichita, KS seeks a Client Service Representative to serve as the primary service interface for clients, supporting Private Wealth advisors and delivering a consistent client experience. You will onboard new clients, manage data, and drive retention through proactive outreach.

The role requires 2–3 years of related experience, a FINRA Series 65 license within 120 days, and proficiency with Salesforce and Microsoft Office.

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, resolving client inquiries, and making sure key client information is up to date.
• Demonstrate Proactive solutions-based approach to enhancing client relations
• Onboard new clients by collecting client data, financial statements, and training on digital tools
• Drive client retention by proactively reaching out to clients and documenting follow up
• Work collaboratively with an investment team, compliance, financial planning and Private Wealth advisors to provide a consistent client experience
• Collaborate with partners to ensure consistent client service quality.
• Perform administrative duties that support the Private Wealth advisor including but not limited to answering phones, scheduling appointments, and business travel.
• Engage in available training and educational opportunities to stay current on policies and procedures
• Supports and demonstrates IMA’s core values
• Values and understands the importance of diversity, equity, and inclusion among all IMA associates
• Perform other work-related duties as assigned.

Skills

FINRA Series 65

Client relationship management

Salesforce

Microsoft Office

AI tools

Education

Bachelor’s degree preferred

Job description

IMA Financial Group in Wichita, KS seeks a Client Service Representative to serve as the primary service interface for clients, supporting Private Wealth advisors and delivering a consistent client experience. You will onboard new clients, manage data, and drive retention through proactive outreach.

The role requires 2–3 years of related experience, a FINRA Series 65 license within 120 days, and proficiency with Salesforce and Microsoft Office.