What are the responsibilities and job description for the Client Service Associate position at MOHR Talent?
Derby, KS | In-Person | $65,000 - $75,000 /yr Annual Bonus | Full-Time
A well established and growing, employee-focused wealth management firm with a collaborative team that cares about their people is hiring a Client Service Associate. You will be the go-to service partner for private wealth advisors and their clients, delivering responsive support and a consistently great client experience while building your own career with strong training and mentorship.
What You’ll Do:
- Manage existing client relationships by processing requests, resolving inquiries, and keeping client information current
- Take a proactive, solutions-based approach to strengthening client relationships
- Onboard new clients by gathering data and financial statements and training them on digital tools
- Drive client retention through proactive outreach and documented follow-up
- Work with the investment, compliance, planning, and advisor teams to deliver a seamless client experience
- Support advisors with phones, scheduling, and business travel
- Take part in training and development to stay sharp on policies and procedures
What You Bring:
- 2 years of similar or related experience preferred
- Series 65 license, or ability to obtain it within 120 days of hire (continued employment is contingent on obtaining it)
- Experience working with high-net-worth individuals and families
- Proficiency with Salesforce, Microsoft Office, and AI tools
- Bachelor’s degree preferred
- A service-first mindset and strong communication skills
What’s In It For You:
- Medical, dental, vision, and prescription coverage
- 401(k) and employee stock purchase opportunity
- Paid time off, paid holidays, and flexible work options
- Well-being stipend, plus personal and professional development support
- Mentorship and a team-first culture where people grow
Great service careers start here. Apply today and step into a team that invests in you!
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com
#LI-AL1
Salary : $60,000 - $75,000