What are the responsibilities and job description for the Private Client Service Associate position at AFE Private Wealth?
Private Client Associate at AFE Private Wealth
Overland Park, KS | On-site
AFE Private Wealth is growing, and we’re looking for a Private Client Associate to join our team.
This is not a traditional client service role. We work with entrepreneurs, executives, and families who expect precision, follow-through, and a level of care that feels personal. The right person will be organized, energetic, detail-oriented, and comfortable owning important client requests from start to finish.
You’ll be part of a high-performance team that values excellence, accountability, collaboration, and genuine care for the people we serve.
What you’ll do:
• Coordinate client requests, meeting preparation, follow-up, and communication with professionalism and urgency.
• Support account workflows, money movement, documentation, and client onboarding with accuracy and attention to detail.
• Work closely with advisors and internal teams to make sure clients feel informed, prepared, and exceptionally cared for.
Who you are:
• Highly organized, detail-driven, and able to manage multiple priorities without losing the thread.
• Warm, professional, and confident communicating with clients and team members.
• Energized by a fast-moving environment, high standards, and the opportunity to grow with a firm that is building something special.
What you’ll get:
• A meaningful seat on a growing private wealth team.
• Exposure to advanced planning, complex client needs, and a high-caliber client experience.
• Competitive compensation, 401(k), health insurance, PTO, and performance upside.
We’re looking for someone who wants more than a job. We’re looking for someone who wants to be part of the standard we are building.