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Financial Sales

Wealth Advisor Support Specialist

Job in Lenexa, Johnson County, Kansas, 66215, USA
Listing for: CommunityAmerica Credit Union
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Sales
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 40000 - 55000 USD Yearly USD 40000.00 55000.00 YEAR
Job Description & How to Apply Below
A leading credit union is seeking a Client Service Associate to provide essential administrative and sales support for Wealth Advisors. This role requires excellent communication skills, adaptability, and a strong understanding of financial products. Candidates should have 2-3 years of experience in financial services and be proficient in CRM systems. The position offers a dynamic work environment with various opportunities for growth and development while ensuring exceptional client service.
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