Wealth Client Services Specialist
Job in
Wichita, Sedgwick County, Kansas, 67232, USA
Listed on 2026-08-08
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-08
Job specializations:
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Customer Service/HelpDesk
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Finance & Banking
Job Description & How to Apply Below
IMA Financial Group, Inc. is seeking a Client Service Representative to serve as the primary interface for clients within Private Wealth services.
You will support advisors, process client requests, and maintain accurate client data, while delivering a consistent and high-quality client experience. The role emphasizes a solutions-driven approach, collaboration with investment teams, and ongoing professional development through training and mentorship.
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