Wealth Management Associate: Client Experience & Operations

CMC Recruiting; Leawood (KS); Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with employer match

Health insurance

Disability insurance

Paid time off

Descripción de la vacante

CMC Recruiting is seeking an Associate Service Advisor for a boutique wealth management client. The role centers on supporting the advisory team, coordinating client service activities, and contributing to a high-quality client experience.

Ideal candidates are highly organized, meticulous, and discreet with a client-first mindset. The position offers exposure to the full wealth management process and a path toward greater advisory responsibilities over time, with a base salary plus

Formación

• 3–5+ years in wealth management or financial services.
• Life & Health license and/or Series licenses (6, 63, 65, 66, 7) are a plus.
• Experience with financial planning concepts, investments, or insurance.

Responsabilidades

• Serve as a primary client service contact and respond promptly and accurately to requests.
• Support preparation, execution, and follow-through for client meetings and materials.
• Coordinate with internal and external partners to ensure workflows and documentation are complete.
• Maintain detailed client records and capture key takeaways during meetings.
• Assist advisors in delivering a consistent, high-quality client experience.

Conocimientos

Organizational skills

Attention to detail

Professional communication

Discretion and confidentiality

Self-motivation and ownership

Herramientas

CRM systems

Microsoft Office

Google Workspace

Descripción del empleo

CMC Recruiting is seeking an Associate Service Advisor for a boutique wealth management client. The role centers on supporting the advisory team, coordinating client service activities, and contributing to a high-quality client experience.

Ideal candidates are highly organized, meticulous, and discreet with a client-first mindset. The position offers exposure to the full wealth management process and a path toward greater advisory responsibilities over time, with a base salary plus