Client Service Associate

Client Service Associate Derby, KS | In-Person | $60,000 - $75,000 /yr + Annual Bonus | Full-TimeA well established and growing, employee-focused wealth management firm with a collaborative team that cares about their people is hiring a Client Service Associate. You will be the go-to service partner for private wealth advisors and their clients, delivering responsive support and a consistently great client experience while building your own career with strong training and mentorship.What You’ll Do:Manage existing client relationships by processing requests, resolving inquiries, and keeping client information currentTake a proactive, solutions-based approach to strengthening client relationshipsOnboard new clients by gathering data and financial statements and training them on digital toolsDrive client retention through proactive outreach and documented follow-upWork with the investment, compliance, planning, and advisor teams to deliver a seamless client experienceSupport advisors with phones, scheduling, and business travelTake part in training and development to stay sharp on policies and proceduresWhat You Bring:2+ years of similar or related experience preferredSeries 65 license, or ability to obtain it within 120 days of hire (continued employment is contingent on obtaining it)Experience working with high-net-worth individuals and familiesProficiency with Salesforce, Microsoft Office, and AI toolsBachelor’s degree preferredA service-first mindset and strong communication skillsWhat’s In It For You:Medical, dental, vision, and prescription coverage401(k) and employee stock purchase opportunityPaid time off, paid holidays, and flexible work optionsWell-being stipend, plus personal and professional development supportMentorship and a team-first culture where people growGreat service careers start here. Apply today and step into a team that invests in you! MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com