Wealth Management Client Experience Specialist

Cordell Wealth Management; Topeka (KS); On-site; USD 38,000 - 48,000; Full time

Benefits offered by this job

Full coverage benefits

Direct mentorship

A voice at the table

Two hubs

Job summary

Cordell Wealth Management in Topeka and Wichita, Kansas, is seeking a Client Service Representative to be the first line of care for clients and to support daily operations with autonomy and professional growth.

You will help preserve client relationships, guide onboarding, and optimize schedules and workflows using our CRM and financial software. A hospitality mindset and strong communication skills are essential in a fast-paced boutique environment.

Qualifications

• Attention to detail with accuracy; catch micro-errors.
• Proactive, self-motivated in a fast-paced environment.
• Excellent verbal and written communication; compassionate and professional.
• Adaptable to new platforms and software navigation.

Responsibilities

• Relationship Preservation & Care: deliver attentive, inviting client communication; handle inquiries with professionalism and speed.
• Client Onboarding: guide onboarding, process financial applications, transfers, and documentation with minimal friction.
• Calendar & Meeting Excellence: manage advisor schedules and coordinate invitations and hospitality workflows.
• Tech Stack Optimization: use financial software and CRM to clean data and streamline workflows.

Skills

Attention to Detail

Sense of Urgency

Hospitality & Charisma

Digitally Native

Job description

Cordell Wealth Management in Topeka and Wichita, Kansas, is seeking a Client Service Representative to be the first line of care for clients and to support daily operations with autonomy and professional growth.

You will help preserve client relationships, guide onboarding, and optimize schedules and workflows using our CRM and financial software. A hospitality mindset and strong communication skills are essential in a fast-paced boutique environment.