Senior Client Service Associate, Wealth Operations

Aprio•Overland Park, KS

About The Position

The Senior Wealth Client Service Associate is a senior-level member of the client service team who delivers exceptional client experiences while providing leadership, technical expertise, and operational oversight. The role owns complex client relationships, serves as a subject matter expert across firm systems and processes, and contributes to training, mentoring, and process improvement. The Senior CSA proactively identifies ways to enhance the client experience, resolves complex issues, and partners closely with advisors and firm leadership to support consistent, high-quality service delivery. The position manages a complex book of client relationships and handles advanced client needs, including complex money movement, account structures, specialized paperwork, and non-standard requests. It coordinates execution across custodians, internal teams, and systems; maintains CRM data integrity; and supports advisors and clients through detailed knowledge of custodial platforms, workflows, and operational processes. The Senior CSA also coaches team members, supports onboarding and training, and leads efforts to improve workflows, scalability, and operational risk management.

Requirements

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

Nice To Haves

Bachelor's degree (preferred).
Experience supporting alternative investments or complex account structures.
Ability to drive process improvement and contribute to operational strategy.

Responsibilities

Own and manage a complex book of client relationships, ensuring a high-touch, proactive service experience.
Serve as the primary point of contact for advanced client needs, including complex money movement, account structures, and non-standard requests.
Translate client needs into appropriate actions across custodians, internal teams, and systems, ensuring accurate execution from start to finish.
Anticipate client needs and proactively identify opportunities to improve service delivery.
Take full ownership of complex service requests and ensure timely resolution with minimal client impact.
Maintain oversight of CRM data integrity and ensure accurate reporting and tracking of client activities.
Use deep knowledge of firm systems, workflows, and custodial platforms to support client and advisor needs.
Provide expertise on complex account structures, specialized paperwork, and related processes.
Guide team members on system usage, workflows, and best practices.
Mentor and role-model for Client Service Associates, providing coaching and support 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, enhance scalability, and reduce operational risk.
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 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.