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Remote Client Services & Onboarding Specialist
Remote / Online - Candidates ideally in
Wichita, Sedgwick County, Kansas, 67201, USA
Listed on 2026-06-29
Wichita, Sedgwick County, Kansas, 67201, USA
Listing for:
MY Wealth Planers
Remote/Work from Home
position Listed on 2026-06-29
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
MY Wealth Planers is seeking a detail-oriented and self-directed Client Service Associate to support our operations remotely. This role involves managing client onboarding processes, processing service requests, and maintaining CRM data integrity.
The ideal candidate will have 2-3 years of relevant experience within a Registered Investment Advisor firm and possess excellent organizational and communication skills. If you thrive in a collaborative environment and are committed to exceptional client service, we want to hear from you!
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