Wealth Management Client Services Associate

MOHR Talent; Wichita (KS); On-site; USD 52,000 - 72,000; Full time

Job summary

MOHR Talent partners with a growing wealth management and financial advisory firm to hire a Client Service Associate who will support financial advisors and high-net-worth clients.

The ideal candidate has 2+ years in wealth management, strong client communication, and comfort with affluent families. Series 65 is required within 120 days. Proficiency with Salesforce, Microsoft Office, and AI tools is desired.

Qualifications

• 2+ years of experience in wealth management, financial services, an RIA, or financial advisory client service preferred.
• Experience working with high-net-worth clients and families.
• Series 65 license required within 120 days of employment if not already held.
• Experience supporting financial advisors, wealth managers, or investment professionals.
• Proficiency with Salesforce, Microsoft Office, and AI tools.

Responsibilities

• Serve as a key contact for high-net-worth individuals and families.
• Support financial advisors with daily client service and account management.
• Assist with new client onboarding, account documentation, and financial information collection.
• Process client requests, resolve inquiries, and maintain accurate client records.
• Coordinate with financial advisors, investment teams, compliance, and financial planning departments.
• Build strong client relationships through proactive communication and follow-up.
• Maintain client information and track activities using Salesforce CRM.
• Assist with scheduling, meeting preparation, and advisor administrative support.
• Use Microsoft Office, Salesforce, and AI tools to improve service efficiency.

Skills

Client communication

Organization

Problem solving

Relationship building

Time management

Attention to detail

Education

Series 65 license or ability to obtain within 120 days

Bachelor's degree preferred

Tools

Salesforce

Microsoft Office

AI tools

Job description

MOHR Talent partners with a growing wealth management and financial advisory firm to hire a Client Service Associate who will support financial advisors and high-net-worth clients.

The ideal candidate has 2+ years in wealth management, strong client communication, and comfort with affluent families. Series 65 is required within 120 days. Proficiency with Salesforce, Microsoft Office, and AI tools is desired.