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Wealth Management Client Services Specialist

Job in Overland Park, Johnson County, Kansas, 66213, USA
Listing for: Centerpoint Advisory Group
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A growing wealth management firm in Overland Park, Kansas, is seeking a Client Service Associate to provide excellent care for clients while managing account paperwork, money movement, and client inquiries. Ideal candidates will have experience in financial services, be detail-oriented, and possess a professional yet friendly communication style. This is an entry-level, full-time position that emphasizes ownership and thoroughness in all client interactions.
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