Wealth Client Services Specialist

Carlson Financial; Topeka (KS); On-site; USD 42,000 - 64,000; Full time

Job summary

Carlson Financial is seeking a Client Service Specialist to support retirement plan clients in Topeka, KS. You’ll handle onboarding, account servicing requests, and communications with clients and staff to ensure accurate records and timely reviews.

The role emphasizes strong organizational skills, attention to detail, and proactive client-focused service in a wealth-management environment. Familiarity with MS Office and Excel is advantageous.

Qualifications

• Experience in Wealth or Asset Management preferred.
• Series 65 Securities Registration and insurance license preferred, or willing to obtain if pursuing an advisor career path.
• Strong organizational skills.
• Excellent verbal and written communication.
• Attention to detail and accuracy.
• Proactive management style.
• Consistent follow-through.

Responsibilities

• Review applications for accuracy and adherence to the financial plan prior to submission.
• Complete client service requests and resolve client issues.
• Coordinate follow-up on each client account or funds-transfer.
• Receive incoming client service calls in a friendly, professional manner.
• Maintain thorough notes and accurate client database records.
• Prepare client review summaries for upcoming appointments.
• Maintain professional communication with clients and staff.
• Schedule client appointments for the Financial Advisor.
• Participate in marketing events as necessary.
• Assist in onboarding new clients when needed.

Skills

MS Office Suite

Advanced Excel

Client service skills

Communication skills

Job description

Carlson Financial is seeking a Client Service Specialist to support retirement plan clients in Topeka, KS. You’ll handle onboarding, account servicing requests, and communications with clients and staff to ensure accurate records and timely reviews.

The role emphasizes strong organizational skills, attention to detail, and proactive client-focused service in a wealth-management environment. Familiarity with MS Office and Excel is advantageous.