Client Experience Specialist Financial Advisors
Job in
Wichita, Sedgwick County, Kansas, 67232, USA
Listed on 2026-07-20
Listing for:
Prime Capital Financial
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Financial Services, Bank Customer Service, Banking Operations
Job Description & How to Apply Below
Prime Capital Financial is seeking a Client Service Specialist to independently handle client inquiries, process account servicing tasks, and prepare new account documentation. The role supports advisors with deliverables while ensuring compliance and timely execution of client requests.
A Bachelor's degree or equivalent experience and 2+ years in financial services are preferred. Strong organizational skills are essential.
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