Wealth Client Services & Onboarding Specialist
Listed on 2026-10-07
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Finance & Banking
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Customer Service/HelpDesk
FAS Wealth Partners, Inc. seeks a Client Services Specialist to support advisors with onboarding and maintaining client accounts.
You will process paperwork, update accounts, and perform cashiering with multiple custodians to ensure accurate, timely service. You will maintain strong relationships with custodians, manage client data in the CRM, and help address client questions while adhering to regulatory requirements and firm policies.
Our organisation is growing, and we are hiring a Wealth Client Services & Onboarding Specialist in Leawood, KS, United States.
We have an opening for a Wealth Client Services & Onboarding Specialist in Leawood, KS, United States within Management & Operations.
This role, Wealth Client Services & Onboarding Specialist at FAS Wealth Partners, could be your next move.
Are you ready to take on the Wealth Client Services & Onboarding Specialist role at FAS Wealth Partners?
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