Wealth Management Associate - Client Onboarding & Service

Wealth Management Careers Connect; Overland Park (KS); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid vacation

Holiday pay

401k retirement program

Job summary

3GenWealth is seeking a Wealth Management Associate in Overland Park, KS to support Financial Advisors and deliver proactive, high-quality client service. You will manage onboarding, transfers, money movement, and ongoing follow-through on advisor recommendations, ensuring accuracy and compliance.

You will collaborate with advisors, clients, custodians, and internal teams while maintaining records in Redtail CRM and supporting outreach campaigns to strengthen relationships.

Qualifications

• Minimum of 2 years of client service, operations, or administrative experience in wealth management.
• Familiarity with Pershing NetX360, Redtail, GReminders, eMoney, RingCentral preferred.
• Ability to work independently with a high degree of self-direction and adaptability, proactively managing multiple tasks and promptly addressing client needs.
• Excellent organizational and problem-solving skills with exceptional attention to detail and follow-through.
• Proficiency in Microsoft Office Suite and Adobe Acrobat Pro.
• Strong work ethic, punctuality, dependability, and professionalism.

Responsibilities

• Coordinate client meeting preparation and post-meeting follow-up with action items and paperwork.
• Onboard new investment clients from start to finish with documentation and broker-dealer liaison.
• Lead processing and follow-through of account transfers, money movement, beneficiaries, distributions, and other service transactions.
• Manage client account maintenance requests and respond to inquiries professionally.
• Assist clients with estate settlements, RMDs, and QCDs.
• Monitor outstanding service requests and proactively resolve issues for a seamless client experience.
• Maintain accurate client records, notes, and service activities in Redtail CRM.
• Collaborate with advisors, custodians, vendors, and internal teams to complete requests timely.
• Support client retention and relationship-building through proactive service initiatives.
• Perform other duties as assigned.

Skills

Client service

Operations

Administrative support

Attention to detail

Communication

Team collaboration

Tools

Pershing NetX360

Redtail

GReminders

eMoney

RingCentral

Job description

3GenWealth is seeking a Wealth Management Associate in Overland Park, KS to support Financial Advisors and deliver proactive, high-quality client service. You will manage onboarding, transfers, money movement, and ongoing follow-through on advisor recommendations, ensuring accuracy and compliance.

You will collaborate with advisors, clients, custodians, and internal teams while maintaining records in Redtail CRM and supporting outreach campaigns to strengthen relationships.