Senior Client Service Associate, Wealth Operations

Aprio • Overland Park, KS

11d

About The Position

The Senior Wealth Client Service Associate is a senior-level member of the client service team, responsible for delivering exceptional client experiences while providing leadership, technical expertise, and operational oversight. The role owns complex client relationships, serves as a subject matter expert on systems and processes, and helps train and mentor colleagues while driving process improvements.

The Senior CSA proactively identifies ways to improve client service, resolves complex issues, and partners with advisors and firm leadership to support consistent, high-quality service delivery. The position involves sophisticated wealth management operations, including complex account structures, custodial platforms, and multifaceted service scenarios. It also offers opportunities to mentor fellow associates, improve operational efficiency, and contribute to the firm’s service culture.

Requirements

• Six or more years of directly related industry experience is preferred.
• Experience in financial planning and/or the securities industry.
• Ability to manage complex client relationships independently.
• Advanced knowledge of custodial platforms, CRM systems, and operational workflows.
• Proven ability to mentor, train, and influence team members.
• Excellent interpersonal and communication skills, with the ability to build rapport with clients.
• Strong client service orientation.
• High level of accuracy, attention to detail, and organizational skills.

Nice To Haves

• Bachelor’s degree.
• Strong problem-solving skills and ability to assess complex situations and implement effective solutions.
• Professionalism, integrity, and commitment to confidentiality.
• Knowledge of regulatory requirements, industry best practices, and technology solutions.
• Deep understanding of financial planning concepts, account types, and investment operations.
• Experience supporting alternative investments or complex account structures.
• Ability to drive process improvement and contribute to operational strategy.
• Resourceful, proactive, and solutions-oriented mindset.

Responsibilities

• Own and manage a complex book of client relationships, providing high-touch, proactive service.
• Serve as the primary contact for advanced client needs, including complex money movement, account structures, and non-standard requests.
• Translate client needs into actions across custodians, internal teams, and systems, ensuring accurate execution.
• Anticipate client needs and identify opportunities to improve service delivery.
• Take ownership of complex service requests and ensure timely resolution with minimal client impact.
• Oversee CRM data integrity and ensure accurate reporting and tracking of client activities.
• Use knowledge of firm systems, workflows, and custodial platforms to support clients and advisors.
• Support complex account structures, including specialized paperwork and processes.
• Guide team members on system usage, workflows, and best practices.
• Mentor and coach Client Service Associates on technical and client service skills.
• Support onboarding and training for new team members across CSA and broader service teams.
• Promote accountability, collaboration, and continuous improvement within the team.
• Identify inefficiencies and lead efforts to improve workflows, scalability, and operational risk management.
• Serve as a subject matter expert for key processes, tools, or service areas.

Benefits

• Medical, dental, and vision insurance beginning on the first day of employment.
• Flexible Spending Account and Dependent Care Account.
• 401(k) with profit sharing.
• Nine or more holidays and discretionary time off structure.
• Parental leave for primary and secondary caregivers.
• Tuition Assistance Program and CPA support program with a cash incentive upon completion.
• Discretionary incentive compensation based on firm, group, and individual performance.
• Incentive compensation related to origination of new client sales.
• Wellness program.
• Flexible working environment, including remote and hybrid options.
• Competitive compensation and industry-leading benefits.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior