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Wealth Management

Wealth Client Service Team Lead - Remote

Remote / Online - Candidates ideally in
Overland Park, Johnson County, Kansas, 66213, USA
Listing for: Aprio, LLP
Remote/Work from Home position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A leading CPA and advisory firm in Overland Park is seeking a Senior Client Service Project Specialist to drive client service excellence and operational efficiency. The role involves mentoring associates and collaborating with the Director of Client Service to design strategies for enhancing the client experience. Ideal candidates have five years of experience in financial planning, strong leadership abilities, and proficiency in Microsoft Office.

Join a dynamic team offering growth opportunities and a great company culture.
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