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Client Services & Operations Manager

Job in Overland Park, Johnson County, Kansas, 66213, USA
Listing for: Synergy Wealth Solutions
Full Time position
Listed on 2026-08-08
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 65000 - 72000 USD Yearly USD 65000.00 72000.00 YEAR
Job Description & How to Apply Below

Synergy Wealth Solutions is posting this opportunity on behalf of one of our top financial advisors in Overland Park, KS. This advisor leads a strong, growing financial planning practice and seeks a detail‑oriented Client Services Manager to keep clients well cared for and the office running smoothly.

The base salary range is $65,000 to $72,000 plus a discretionary annual bonus. Benefits include paid holidays, PTO, and a retirement savings program with firm matching up to 3% of salary.

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