Senior Client Experience Leader – Wealth Management

The Well; Overland Park (KS); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Base salary around ~$100,000 + bonuses

401(k) with employer match

Long-term growth opportunities

Job summary

A growing independent wealth management firm is seeking a Senior Client Relationship Manager in Overland Park, Kansas. The ideal candidate will have client service experience, strong communication skills, and a professional demeanor. Responsibilities include supporting financial advisors, managing workflows, and ensuring a high-touch client experience. This is an on-site role that allows for long-term growth within the firm, including potential leadership opportunities.

Qualifications

• Experience in client service, operations, or support within wealth management.
• Professional maturity and dependable follow-through.
• Comfort working on-site in a collaborative environment.

Responsibilities

• Serve as a primary support contact for advisors and clients.
• Coordinate account opening and service workflows.
• Deliver a responsive, high-touch client experience.

Skills

Client service experience

Strong communication skills

Technology skills including Microsoft Office

Familiarity with CRM systems

Job description

A growing independent wealth management firm is seeking a Senior Client Relationship Manager in Overland Park, Kansas. The ideal candidate will have client service experience, strong communication skills, and a professional demeanor. Responsibilities include supporting financial advisors, managing workflows, and ensuring a high-touch client experience. This is an on-site role that allows for long-term growth within the firm, including potential leadership opportunities.