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Financial Services Financial Advisor

Client Experience Specialist in Wealth Planning

Job in Topeka, Shawnee County, Kansas, 66652, USA
Listing for: Carlson Financial
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Topeka is seeking a Client Service Specialist who will be responsible for supporting clients' retirement plans. This role involves client onboarding, servicing requests, and preparing for client reviews, while maintaining professional communication. Ideal candidates will have strong organizational skills, attention to detail, and experience in wealth management. This position offers a dynamic work environment focused on building long-term client relationships.
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