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!

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Client Services Associate