Wealth Client Services Specialist (Remote/Hybrid)

Aprio; Overland Park (KS); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical, Dental, and Vision Insurance

401k with Profit Sharing

Parental Leave

Tuition Assistance Program and CPA 지원

Discretionary incentive compensation

Origination incentives

Wellness program

Flexible remote and hybrid options

9+ holidays and discretionary time off

Job summary

Aprio Wealth Management is seeking a Client Service Associate to support clients, advisors, and internal partners. You will manage a diverse client base, oversee account administration, and help ensure accuracy, professionalism, and timely responsiveness across the firm.

The candidate should be resourceful, detail oriented, and capable of prioritizing in a dynamic environment. Strong communication skills and a commitment to confidentiality are essential, with language about remote/hybrid

Qualifications

• Bachelor's degree required.
• 4 years of directly related industry experience preferred.
• Excellent interpersonal and communication skills.
• Proficiency in Microsoft Office; CRM, portfolio management, and document management software a plus.
• Robust multi-tasking with ability to work with frequent interruptions.
• Preferred experience with Salesforce, Orion, eMoney, HubSpot and Schwab.
• Advanced knowledge of Excel.
• Strong written and verbal communication skills.
• Numerical accuracy and attention to detail.
• Strong ethics and integrity, with a commitment to client confidentiality.

Responsibilities

• Develop and maintain strong relationships with clients, advisors, and team members.
• Fully understand assigned client base and ongoing tasks for each relationship.
• Own client requests, coordinate execution across partners, and provide status updates.
• Communicate with advisors and internal teams to meet client expectations.
• Serve as subject matter expert on client activity and monitor issues.
• Partner with custodians and internal teams to resolve operational issues.
• Understand investment approach and its impact on client experience.
• Ensure accuracy and completeness of client data in the CRM.

Skills

Client relationship management

Interpersonal communication

Attention to detail

Time management

Multitasking

Written and verbal communication

Ethics and confidentiality

Education

Bachelor's degree

Tools

Salesforce

Orion

eMoney

HubSpot

Schwab

Microsoft Excel

Job description

Aprio Wealth Management is seeking a Client Service Associate to support clients, advisors, and internal partners. You will manage a diverse client base, oversee account administration, and help ensure accuracy, professionalism, and timely responsiveness across the firm.

The candidate should be resourceful, detail oriented, and capable of prioritizing in a dynamic environment. Strong communication skills and a commitment to confidentiality are essential, with language about remote/hybrid