Client Service Associate
AFE Private Wealth | Overland Park, KS | On-site
AFE Private Wealth isn’t a traditional firm. We design and execute complex, advanced financial strategies for entrepreneurs, executives, and families who expect precision.
We’re looking for a Client Service Associate who thrives in a fast-moving environment, solves problems quickly, and takes ownership from start to finish.
You’ll join a tight-knit, high-performance team that values clarity, accountability, and excellence—alongside genuine care, respect, and collaboration. Expect a vertical learning curve, meaningful growth, and a seat at the table where details truly matter.
Salary range is flexible. For inexperienced applicants, we're looking at 50-60k annual salary based on qualifications. For highly qualified candidates, 60-70k a year starting.
What You’ll Do
- Execute client service requests with precision, speed, and ownership
- Manage complex workflows: account openings, transfers, private investments, and lending
- Prepare and coordinate meetings so clients and advisors are always ready
- Keep CRM notes, documentation, and communication clean and current
- Collaborate across teams to improve systems and reduce friction
What You Bring
- Bachelor’s degree required (proof of ability to learn and grow)
- Experience in financial operations, client service, or a similar role
- Experience with custodial platforms required. Schwab preferred.
- Sharp attention to detail and strong written/verbal communication
- Action-oriented, process-minded, and calm under pressure
- Drawn to a supportive, passionate, and high-accountability culture
What You’ll Get
- Growth in a firm that rewards precision, initiative, and continuous learning
- Exposure to advanced strategies and operational depth rarely seen elsewhere
- Competitive compensation, 401(k), health insurance, PTO, and performance upside
Ready to help build something exceptional?
👉 Apply now: via linked in, we'll message you a survey link and we'll get the conversation going!