Senior Client Service Representative

Senior Client Service Associate – Wichita, KS    

Our Story

Gentry Private Wealth is a boutique wealth management firm headquartered in Wichita, KS. We offer comprehensive wealth advisory services to high-net-worth individuals, business owners, and institutions. We take pride in our integrated approach, providing tailored strategies to address our clients' investment, tax, estate, charitable giving, business, and risk management needs.

Our Mission

To serve as responsible stewards of our clients’ wealth, helping them navigate their financial journey with confidence, clarity, and to fully realize the benefits of their wealth with customized solutions that align with their financial and lifestyle goals.

Why Join Gentry Private Wealth?

At Gentry Private Wealth (GPW), we foster a culture built on integrity, collaboration, and excellence in client service. We provide a supportive work environment, opportunities for professional growth, and a clear path for career advancement.

Position Overview

We are seeking an experienced Senior Client Service Associate to join our growing team. This individual will play a key role in delivering a high-touch client experience, supporting complex service needs, and providing day-to-day guidance to junior team members. They will also play a key part in ensuring our office technology is effective and efficient.

The ideal candidate is warm, detail-oriented, and takes pride in creating a seamless and positive experience for clients.

Responsibilities

·      Serve as a primary relationship manager for client service needs, ensuring a high standard of responsiveness, accuracy, and professionalism

·      Oversee all aspects of account maintenance, including openings, transfers, updates, and closures

·      Execute alternative investment and pre-IPO subscription processes

·      Partner with custodians and third-party providers to proactively resolve client requests and operational issues

·      Ensure the integrity, accuracy, and completeness of client data across all firm systems

·      Supervise and develop one Service Team member, providing ongoing coaching, training, and workflow oversight

·      Act as the primary liaison to the firm’s outsourced IT provider, coordinating troubleshooting and system support

·      Serve as the internal subject matter expert for key technologies (e.g., Calendly, CellTrust, Egnyte, copier, phone system), driving effective usage across the team

·      Maintain and oversee client data within the CRM (Advyzon), ensuring consistency

·      Establish and enforce organized digital filing systems in accordance with firm recordkeeping and compliance standards

·      Lead the vendor due diligence process, ensuring contracts are properly maintained, reviewed, and renewed in a timely manner

Qualifications

·      3 years of experience in a client service role within wealth management or financial services

·      Strong understanding of investment account operations and custodial platforms (Schwab experience preferred)

·      Experience with alternative investments or private placements is a plus

·      Highly organized with strong attention to detail

·      Excellent communication and interpersonal skills

·      Experience mentoring or overseeing team members preferred

·      Proficiency with CRM and financial technology platforms

·      Experience working at an RIA or fee-only firm preferred.

What We Offer

• Medical, Dental, and Vision insurance
• HSA/FSA
• Life Insurance, LTD, STD, Life Lock, Pet Insurance
• Paid Maternity and Paternity Leave
• 401(k) Matching
• Profit Sharing
• Paid Time Off (PTO) and Paid Holidays