What are the responsibilities and job description for the Client Service Associate position at LFS Wealth Advisors?
Now Hiring: Client Service Associate
Location: Lenexa, KS
At LFS Wealth Advisors, we believe financial planning should do more than grow portfolios — it should curate peace of mind and help clients design the lives they truly want. We’re looking for a detail-driven, people-focused, fun-loving Client Service Associate to join our growing team and help us deliver an exceptional client experience every day.
Who You Are:
- You’re organized, dependable, and love making things run smoothly.
- Numbers don’t scare you — you take pride in precision and follow-through.
- You bring positivity, warmth, and a professional attitude to every interaction.
- You enjoy helping people and being part of a collaborative, supportive team.
What You’ll Do:
- Manage daily client service tasks and communication with care and accuracy.
- Process incoming assets, deposits, and checks with exceptional attention to detail.
- Prepare and track client paperwork for new accounts, transfers, and service requests.
- Support our advisors in creating a seamless, white-glove client experience.
- Contribute to a positive team culture where professionalism and fun go hand-in-hand.
Why You’ll Love Working Here:
- A purpose-driven firm focused on improving lives — not just managing money.
- A collaborative, upbeat culture where your work truly matters.
- Competitive pay, great benefits, and opportunities to grow.
- A team that believes in working hard, laughing often, and celebrating success together.
✨ If you’re detail-oriented, people-focused, and want to make a real difference, we’d love to hear from you.