Senior Wealth Client Services Lead; Remote
Overland Park, Johnson County, Kansas, 66213, USA
Listed on 2026-11-04
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Finance & Banking
Wealth Management, Banking & Finance
Aprio is seeking a Senior Wealth Client Service Associate in the United States. This senior CSA leads high-touch client relationships, mentors teammates, and collaborates with advisors to deliver exceptional service across wealth management workflows.
You will oversee complex account structures, money movements, and custodial interactions, while driving process improvements and training efforts. The role requires a Bachelor’s degree and 6+ years of related experience.
We are seeking a motivated Senior Wealth Client Services Lead (Remote) to join Aprio in Overland Park, KS, United States.
Join Aprio and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Senior Wealth Client Services Lead (Remote) role at Aprio, based in Overland Park, KS, United States.
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