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IRA Operations Associate Wealth Management
Job in
Kansas City, Jackson County, Missouri, 64101, USA
Listed on 2026-01-13
Listing for:
Commerce Trust
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Services, Financial Consultant
Job Description & How to Apply Below
A leading wealth management firm in Kansas City is seeking a Wealth Management IRA Associate. This role acts as a primary contact for Private Client Advisors, focusing on the servicing of IRA transactions and supporting advisors in a fast-paced environment. Ideal candidates possess strong customer service skills, attention to detail, and at least 2 years of relevant finance experience. A Bachelor's degree in Finance or Accounting is required, and knowledge of IRA processes is preferred.
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Position Requirements
10+ Years
work experience
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