Wealth Management Client Experience Specialist

Claire Myers Consulting; Leawood (KS); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Base salary + performance-based bonus

401(k) with employer match

Health and disability insurance

PTO + parental leave

Team events and strong culture

Job summary

A wealth management firm in Leawood is looking for an Associate Service Advisor to enhance client relationships and support advisors in delivering exceptional service. This position involves significant collaboration, meticulous documentation, and administrative responsibilities to ensure a high-quality client experience. The ideal candidate will have strong organizational skills, attention to detail, and a background in financial services, fostering a path toward deeper advisory responsibilities 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 and thoughtful responses to client requests.
• Maintain detailed and accurate client records and documentation.
• Prepare meeting materials, reports, and agendas.
• Participate in client meetings and capture key takeaways.

Skills

Organizational skills

Attention to detail

Communication skills

Discretion and confidentiality

Self-motivated

Education

Experience in wealth management or financial services

Tools

CRM systems

Microsoft Office

Google Suite

Job description

A wealth management firm in Leawood is looking for an Associate Service Advisor to enhance client relationships and support advisors in delivering exceptional service. This position involves significant collaboration, meticulous documentation, and administrative responsibilities to ensure a high-quality client experience. The ideal candidate will have strong organizational skills, attention to detail, and a background in financial services, fostering a path toward deeper advisory responsibilities over time.