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Client Onboarding & Service Associate

Job in Topeka, Shawnee County, Kansas, 66652, USA
Listing for: Advisors Excel
Full Time position
Listed on 2026-02-16
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A financial services company in Topeka, KS, is seeking an Advisor Service Associate to enhance customer service and support financial advisors. The role involves processing applications, handling customer inquiries, and providing timely follow-ups on pending business. Ideal candidates possess strong organizational and communication skills, thriving in a fast-paced environment while working collaboratively. Offering outstanding benefits, generous PTO, and a dynamic workplace culture, this position is perfect for motivated individuals eager to grow with the company.
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Position Requirements
10+ Years work experience
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