Centerpoint Advisory Group
Client Services Associate
Centerpoint Advisory Group, Overland Park, Kansas, United States, 66213
Partner/ Owner- Centerpoint Advisory Group | Wealth Management
Centerpoint Advisory Group is growing and we’re looking for a
Client Service Associate (CSA)
to join our team.
This role is all about taking great care of clients and keeping things running smoothly behind the scenes: account paperwork, money movement, client requests, answering phones, and greeting clients when they stop by.
If you’ve worked at a
wealth management firm, bank, or RIA
and love being organized, detail-oriented, and client-focused, this could be a great fit.
What we’re looking for:
Experience in financial services (RIA, bank, or similar)
Strong attention to detail
Professional but friendly communication style
Someone who takes ownership and follows through
Seniority level Entry level
Employment type Full-time
#J-18808-Ljbffr
Client Service Associate (CSA)
to join our team.
This role is all about taking great care of clients and keeping things running smoothly behind the scenes: account paperwork, money movement, client requests, answering phones, and greeting clients when they stop by.
If you’ve worked at a
wealth management firm, bank, or RIA
and love being organized, detail-oriented, and client-focused, this could be a great fit.
What we’re looking for:
Experience in financial services (RIA, bank, or similar)
Strong attention to detail
Professional but friendly communication style
Someone who takes ownership and follows through
Seniority level Entry level
Employment type Full-time
#J-18808-Ljbffr