Wealth Client Service Associate
AprioOverland Park, Kansas
Full Time
Posted January 22, 2026
Not Specified
Remote
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Job Description
A Wealth Client Service Associate supports financial advisors by providing exceptional client service, handling operational and administrative tasks, and assisting with client onboarding, meetings, and marketing efforts within a dynamic, growth-oriented advisory firm.
Key Responsibilities
- Service clients and provide operational and administrative support to Financial Advisors
- Interface with clients and prospective clients to anticipate needs, resolve problems, and deliver exceptional service
- Perform administrative duties such as client meetings, onboarding new clients, and supporting marketing efforts
- Support and drive firm initiatives while maintaining risk awareness and regulatory compliance
Requirements
- Proven knowledge of firm policy, procedures, and technology to interface with clients and prospective clients, anticipate their needs, resolve their problems, and provide exceptional service.
- Ability to perform administrative duties that support Financial Advisors in their daily business practices, including client meetings, onboarding new clients, and marketing.
- Maintain risk awareness and regulatory knowledge relevant to the role.
- Resourcefulness, excellent problem-solving skills, and ability to work effectively as part of a team.
- Detail-oriented with proven organizational skills.
- Ability to manage time efficiently and prioritize tasks effectively.
- Proven written and verbal communication skills.
Benefits & Perks
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9 holidays and discretionary time off
Parental Leave coverage for primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group, and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Competitive compensation
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