Wealth Client Experience Associate

MOHR Talent; Derby (KS); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision, and Rx

401(k) & ESPP

Paid time off & holidays

Well-being stipend

Mentorship

Team-first culture

Job summary

MOHR Talent, a national and minority-owned wealth management firm, is seeking a Client Service Associate toPartner with private wealth advisors and clients in Derby, KS. You will deliver responsive service, onboarding, and proactive outreach to strengthen relationships and ensure a superior client experience.

You will join a collaborative team, receive mentorship, and benefit from robust training while supporting scheduling, travel, and day-to-day client needs.

Qualifications

• 2+ years of similar or related experience preferred.
• Series 65 license, or ability to obtain it within 120 days of hire (continued employment is contingent on obtaining it).
• Experience working with high-net-worth individuals and families.
• Proficiency with Salesforce, Microsoft Office, and AI tools.
• Bachelor’s degree preferred.
• A service-first mindset and strong communication skills.

Responsibilities

• Manage existing client relationships by processing requests, resolving inquiries, and keeping client information current.
• Take a proactive, solutions-based approach to strengthening client relationships.
• Onboard new clients by gathering data and financial statements and training them on digital tools.
• Drive client retention through proactive outreach and documented follow-up.
• Work with the investment, compliance, planning, and advisor teams to deliver a seamless client experience.
• Support advisors with phones, scheduling, and business travel.
• Take part in training and development to stay sharp on policies and procedures.

Skills

Relationship management

Client communication

Problem solving

Team collaboration

Series 65 license

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office

AI tools

Job description

MOHR Talent, a national and minority-owned wealth management firm, is seeking a Client Service Associate toPartner with private wealth advisors and clients in Derby, KS. You will deliver responsive service, onboarding, and proactive outreach to strengthen relationships and ensure a superior client experience.

You will join a collaborative team, receive mentorship, and benefit from robust training while supporting scheduling, travel, and day-to-day client needs.