Wealth Management: Client Service Associate for HNW Clients

MOHR Talent; Wichita (KS); On-site; USD 68,000 - 83,000; Full time

Job summary

MOHR Talent is seeking a Client Service Associate to support wealth advisors in Wichita, Kansas. The role involves handling client service tasks, onboarding new clients, and coordinating with investment and planning teams for affluent clients.

The ideal candidate has 2+ years in wealth management or financial services, a Series 65 license (or willingness to attain within 120 days), and proficiency with Salesforce and Office tools.

Qualifications

• 2+ years of experience in wealth management, financial services, RIA, or investment client support.
• Experience working with high-net-worth individuals and families.
• Series 65 license preferred Or Attain within 120 days of employment.
• Bachelor's degree preferred.
• Proficiency with Salesforce, Microsoft Office, and AI tools.
• Strong communication, organization, and relationship-management skills.

Responsibilities

• Serve as a primary point of contact for high-net-worth clients.
• Support financial advisors with daily client service and account administration.
• Process client requests, resolve inquiries, and maintain accurate account information.
• Assist with new client onboarding, documentation, and account setup.
• Coordinate with investment, financial planning, and compliance teams.
• Maintain client records, track follow-ups, and manage activities in Salesforce CRM.
• Schedule client meetings, prepare documents, and provide administrative support.
• Proactively communicate with clients to ensure a positive service experience

Skills

Communication

Organization

Relationship management

Client service

Education

Bachelor's degree preferred

Tools

Salesforce

Microsoft Office

AI tools

Job description

MOHR Talent is seeking a Client Service Associate to support wealth advisors in Wichita, Kansas. The role involves handling client service tasks, onboarding new clients, and coordinating with investment and planning teams for affluent clients.

The ideal candidate has 2+ years in wealth management or financial services, a Series 65 license (or willingness to attain within 120 days), and proficiency with Salesforce and Office tools.