Wealth Client Services Specialist
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
Carlson Financial is seeking a Client Service Specialist to support retirement plan clients in Topeka, KS. You’ll handle onboarding, account servicing requests, and communications with clients and staff to ensure accurate records and timely reviews.
The role emphasizes strong organizational skills, attention to detail, and proactive client-focused service in a wealth-management environment. Familiarity with MS Office and Excel is advantageous.
Step into the Wealth Client Services Specialist role at Carlson Financial in Topeka, KS, United States and grow with us.
The position is based in Topeka, KS, United States.
This opportunity is part of our work in Sales.
The advertised compensation is 42.000 - 64.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Client Services Specialist role in the description above.
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