Client Services Associate
Job in
Overland Park, Johnson County, Kansas, 66213, USA
Listed on 2026-01-14
Listing for:
Centerpoint Advisory Group
Full Time
position Listed on 2026-01-14
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
Partner/ Owner
- Centerpoint Advisory Group | Wealth Management
Centerpoint Advisory Group is growing and we’re looking for a Client Service Associate (CSA) to join our team.
This role is all about taking great care of clients and keeping things running smoothly behind the scenes: account paperwork, money movement, client requests, answering phones, and greeting clients when they stop by.
If you’ve worked at a wealth management firm, bank, or RIA and love being organized, detail-oriented, and client-focused, this could be a great fit.
What we’re looking for:- Experience in financial services (RIA, bank, or similar)
- Strong attention to detail
- Professional but friendly communication style
- Someone who takes ownership and follows through
Entry level
Employment typeFull-time
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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