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MOHR Talent · Wichita, Kansas
Client Service Associate - Wealth Management
Wichita, KS | $60,000-$75,000 Base Salary
Full-Time | Private Wealth Management / Financial Advisory
Series 65 Preferred or Ability to Obtain Within 120 Days
We're partnering with a growing
wealth management and financial advisory firm
that is hiring a
Client Service Associate
to support financial advisors and high-net-worth clients.
This is a great opportunity for someone with experience in
wealth management, RIAs, financial planning, or investment client services
who enjoys building client relationships and supporting financial advisors. The right person is organized, proactive, comfortable working with affluent families, and interested in growing their career in private wealth management.
What You'll Be Doing
Serve as a key point of contact for
high-net-worth individuals and families
Support financial advisors with daily client service and account management
Assist with
new client onboarding, account documentation, and financial information collection
Process client requests, resolve inquiries, and maintain accurate client records
Coordinate with financial advisors, investment teams, compliance, and financial planning departments
Build strong client relationships through proactive communication and follow-up
Maintain client information and track activities using
Salesforce CRM
Assist with scheduling, meeting preparation, and advisor administrative support
Use
Microsoft Office, Salesforce, and AI tools
to improve service efficiency
What They're Looking For
2+ years of experience in wealth management, financial services, an RIA, or financial advisory client service preferred
Series 65 license required within 120 days of employment
if not already held
Experience supporting
financial advisors, wealth managers, or investment professionals
Proficiency with
Salesforce, Microsoft Office, and AI tools
Ability to manage multiple client requests while maintaining accuracy and professionalism
$60,000-$75,000 base salary
Opportunity to work directly with
private wealth advisors and affluent clients
Build valuable experience in financial planning, investments, and wealth management
Professional development, training, and mentorship opportunities
Collaborative environment focused on exceptional client service
Great career opportunity for someone looking to grow within
wealth management or financial advisory services
Details
| Company | MOHR Talent |
| Location | Wichita, Kansas |
| Type | FULL TIME |
| Niche | Full-time |
| Salary | $60,000 – $60,000 / yr |