Client Service Specialist
United States·LeawoodmidQuick Summary
• Work alongside Wealth Managers with the transition and conversion from prospect to client• Develop and maintain ongoing relationship with clients• Serve as a point of contact for clients,
• Minimum 1 year of experience in client relationship management or customer support role• Proficiency in Microsoft Office Suite (Word, Excel, Outlook,
The Client Service Specialist plays a key role in delivering exceptional client experiences and supporting the growth of client relationships. This position requires a minimum of one year of experience in client relationship management or customer support within the financial services industry. You will act as a trusted point of contact for clients, ensuring smooth onboarding, accurate documentation, and ongoing service excellence.
Responsibilities
~1 min readLocation & Eligibility
Listing Details
- Posted
- September 14, 2026
- First seen
- September 25, 2026
- Last seen
- September 25, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 32%
- Scored at
- September 25, 2026
Signal breakdown
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