Client Service Associate – Wealth Management

Client Service Associate – Wealth ManagementAndover, KS | Full-time | Up to $80,000 DOE, open to discussion | Annual performance bonus eligibility + benefitsAn established wealth management organization is seeking a Client Service Associate who enjoys building client relationships and making sure important details are handled well.Support high-net-worth individuals and families while working closely with experienced advisors, investment professionals, and financial planning teams. The organization invests in its people through training, mentorship, and ongoing professional development.What You’ll DoRespond 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.What You’ll BringExperience serving high-net-worth individuals and families.2+ years of related client service experience preferred, ideally in wealth management, investment services, private banking, or trust services.Proficiency with Salesforce, Microsoft Office, and AI tools.Strong organization, attention to detail, and dependable client follow-through.Current Series 65 or ability to obtain it within 120 days of employment. Continued employment is contingent on meeting this requirement.Bachelor’s degree preferred.Why Consider This Role?Compensation up to approximately $80,000 DOE, with flexibility for relevant experience.Annual performance bonus eligibility.Medical, dental, vision, 401(k), paid time off, and paid holidays.Training and mentorship to strengthen your wealth management knowledge.Direct client interaction and collaboration with an experienced advisory team.Apply with your resume for a confidential conversation about the opportunity. 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