Wealth Client Services Specialist; Remote/Hybrid
Remote / Online - Candidates ideally in
Overland Park, Johnson County, Kansas, 66213, USA
Listed on 2026-03-01
Overland Park, Johnson County, Kansas, 66213, USA
Listing for:
Aprio, LLP
Full Time, Remote/Work from Home
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Accounting & Finance
Job Description & How to Apply Below
A leading CPA and advisory firm is seeking a Wealth Client Service Associate to join their team in Overland Park, Kansas. This role involves supporting Financial Advisors and enhancing the client experience by managing client relationships and administrative tasks. The ideal candidate has over 5 years of relevant experience, strong communication skills, and proficiency with Salesforce and Excel. The offered salary range is $80,000 - $110,000, along with comprehensive benefits including medical insurance and a flexible working environment.
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