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Wealth Management Client Success Specialist

Job in Topeka, Shawnee County, Kansas, 66652, USA
Listing for: Carlson Financial Services
Full Time position
Listed on 2026-06-02
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Carlson Financial Services in Topeka, KS is seeking a Client Service Specialist dedicated to supporting clients in their retirement plans. The ideal candidate will have experience in Wealth Management and strong organizational and communication skills. Responsibilities include handling client service requests, maintaining accurate records, and preparing for client reviews.

This role offers a supportive work environment and promotes professional development as part of a growing team.
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