Wealth Management Client Service Associate

MOHR Talent; Andover (KS); On-site; USD 72,000 - 88,000; Full time

Benefits offered by this job

Annual performance bonus

Medical, dental, vision

401(k)

Paid time off

Paid holidays

Training and mentorship

Job summary

MOHR Talent is seeking a Client Service Associate – Wealth Management in Andover, KS. This full-time role supports high-net-worth clients, collaborates with advisors, and helps onboard new relationships with accurate record-keeping.

You will interact with investment and planning teams, operate Salesforce, and assist with scheduling, travel, and communications. A bachelor's degree is preferred and a Series 65 is required within 120 days.

Qualifications

• Experience serving high-net-worth individuals and families.
• 2+ years of client service experience preferred in wealth management or related fields.
• Proficiency with Salesforce, Microsoft Office, and AI tools.
• Current Series 65 or ability to obtain within 120 days of employment.

Responsibilities

• Respond to client requests, resolve questions, and follow through on outstanding items.
• Help onboard new clients by gathering information and financial statements.
• Maintain accurate client records and track follow-up in Salesforce.
• Help clients navigate digital tools and coordinate with investment, planning, and compliance teams.
• Support advisors with scheduling, phone coverage, and travel arrangements.

Skills

High-net-worth client service

Salesforce

Microsoft Office

AI tools

Attention to detail

Education

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Office

AI tools

Job description

MOHR Talent is seeking a Client Service Associate – Wealth Management in Andover, KS. This full-time role supports high-net-worth clients, collaborates with advisors, and helps onboard new relationships with accurate record-keeping.

You will interact with investment and planning teams, operate Salesforce, and assist with scheduling, travel, and communications. A bachelor's degree is preferred and a Series 65 is required within 120 days.