Wealth Management Associate: Client Experience & Growth Path

CMC Recruiting; Leawood (KS); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Base salary + performance-based bonus

Health insurance

401(k) with employer match

Job summary

CMC Recruiting is seeking an Associate Service Advisor for our client, a boutique wealth management firm. This role supports the advisory team and helps deliver a high-quality, detail-driven client experience.

The ideal candidate thrives in a high-expectation environment, is highly organized, curious, and comfortable handling confidential information. It offers visibility into the wealth management process and potential for expanded advisory responsibilities over time.

Qualifications

• Strong organizational skills and ability to manage multiple priorities.
• High attention to detail and commitment to accuracy.
• Clear and professional written and verbal communication.

Responsibilities

• Serve as a primary point of contact for client service needs.
• Ensure timely, accurate responses to client requests and follow-ups.
• Coordinate across internal and external partners to deliver service.
• 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 high-quality client experience.

Skills

Organizational skills

Attention to detail

Communication skills

Discretion

Ownership

Tools

CRM systems

Microsoft Office

Google Workspace

Job description

CMC Recruiting is seeking an Associate Service Advisor for our client, a boutique wealth management firm. This role supports the advisory team and helps deliver a high-quality, detail-driven client experience.

The ideal candidate thrives in a high-expectation environment, is highly organized, curious, and comfortable handling confidential information. It offers visibility into the wealth management process and potential for expanded advisory responsibilities over time.