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Client Success & Operations Specialist

Job in Lawrence, Douglas County, Kansas, 66045, USA
Listing for: Triad Partners, LLC
Full Time position
Listed on 2025-12-26
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company in Lawrence, Kansas is seeking a Client Service and Operations Specialist. In this role, you will support financial advisors by ensuring timely and accurate resolution of service inquiries and operational tasks. The ideal candidate has a bachelor’s degree and 1-3 years of relevant experience. Key attributes include a strong service mindset and excellent communication skills. Join a collaborative team that values both professional growth and personal fulfillment.
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