Wealth Client Service Associate

Aprio

. Develop and maintain strong relationships with clients, advisors, and other team members across the firm .

Posted 9/15/2026full-timeOverland Park • Kansas • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, ensuring accuracy and completeness of client data while effectively communicating with clients and internal teams. Proficient in utilizing CRM systems and Microsoft Office to enhance client service and operational efficiency.

Highest-signal resume keywords

Client Relationship ManagementCRM ProficiencyFinancial Planning ExperienceAdvanced Excel SkillsInterpersonal Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Data ManagementNumerical AccuracyTime ManagementMulti-taskingAttention to Detail

Soft Skills

Interpersonal SkillsCommunication SkillsEthics and Integrity

Tools & Technologies

Microsoft OfficeSalesforceOrionEMoneyHubSpotSchwab

Industry Keywords

Financial PlanningSecurities IndustryClient ConfidentialityOperational IssuesInvestment Approach

About the role

Key responsibilities & impact

Develop and maintain strong relationships with clients, advisors, and other team members across the firm
Maintain full awareness of the assigned client base, including special needs and ongoing tasks
Serve as the primary owner of client requests, engaging directly with clients to understand needs
Coordinate execution across internal and external partners
Track progress through completion and proactively communicate status updates and outcomes
Communicate with advisors and internal teams regarding open tasks and client needs
Serve as the subject matter expert on client account activity
Monitor for issues and escalate accordingly
Partner with custodians and internal service teams to resolve operational issues efficiently
Maintain understanding of the investment approach and its intersection with the client process and experience
Own the accuracy and completeness of client data in the CRM for the assigned client base
Help clients maximize their opportunities as part of Aprio Advisory Group, LLC

Requirements

What you’ll need

Bachelor's degree
4 years of directly related industry experience (preferred); experience in financial planning and/or the securities industry
Excellent interpersonal and communication skills, with the ability to build rapport with clients
Proficiency in Microsoft Office is required
Experience with any CRM, portfolio management, and document management software is a plus
Robust multi-tasking with ability to work with frequent interruptions required
Preferred experience with Salesforce, Orion, eMoney, HubSpot and Schwab
Advanced knowledge of Excel
Proficiency with Microsoft Office
Strong written and verbal communication skills
Numerical accuracy, exceptional attention to detail and time management
Strong ethics and integrity, with a commitment to maintaining client confidentiality

Benefits

Comp & perks

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Competitive compensation
Industry-leading benefits
Work/life balance
Growth opportunities and continuous learning
Collaborative culture
Equal opportunity employment