Wealth Management Associate: Client-Centric Growth Path

CMC Recruiting; Leawood (KS); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

401(k) with employer match

Health and disability insurance

PTO + parental leave

Team events and a strong,Collaborative

Job summary

Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning. They are seeking an Associate Service Advisor to support the advisory team and help deliver a high-quality, detail-driven client experience.

This role offers strong visibility into the full wealth management process and creates a path toward deeper advisory responsibility over time.

Qualifications

• Strong organizational skills with ability to manage multiple priorities.
• High attention to detail and commitment to accuracy.
• Clear and professional communication skills (written and verbal).
• Ability to operate with discretion and maintain confidentiality.
• Self-motivated with strong ownership and follow-through.

Responsibilities

• Serve as a primary point of contact for client service needs
• Ensure timely, accurate responses to client requests
• Manage follow-through and coordinate across internal and external partners
• Maintain detailed and accurate client records and documentation
• Prepare meeting materials, reports, and agendasParticipate in client meetings and capture key takeaways
• Ensure all action items and next steps are executed
• Support advisors in delivering a consistent, high-quality experience
• Assist with servicing investment and risk management strategies
• Support account maintenance and insurance coordination
• Partner with team members to ensure workflows are completed without gaps
• Identify and contribute to process improvements

Skills

Org skills

Detail oriented

Communication

Discretion

Ownership

Tools

CRM systems

Microsoft Office

Google Suite

Job description

Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning. They are seeking an Associate Service Advisor to support the advisory team and help deliver a high-quality, detail-driven client experience.

This role offers strong visibility into the full wealth management process and creates a path toward deeper advisory responsibility over time.