Wealth Management Associate: Client Experience & Growth

CMC Recruiting; Leawood (KS); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

PTO + parental leave

401(k) with employer match

Health insurance

Team events & collaborative culture

Job summary

Our client, a growing boutique wealth management firm, seeks an Associate Service Advisor to support the advisory team and deliver a high-quality, detail-driven client experience.

This role sits at the center of client relationships, handling preparation, execution, and follow-through. It offers visibility into the wealth management process and 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, and thoughtful 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 agendas.
• Participate 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

Attention to detail

Organizational skills

Written & verbal communication

Discretion & confidentiality

Ownership & follow-through

Tools

CRM systems

Microsoft Office / Google Suite

Job description

Our client, a growing boutique wealth management firm, seeks an Associate Service Advisor to support the advisory team and deliver a high-quality, detail-driven client experience.

This role sits at the center of client relationships, handling preparation, execution, and follow-through. It offers visibility into the wealth management process and a path toward deeper advisory responsibility over time.