Hiring: Client Service Specialist Company: Cetera Financial Group Location: Leawood, KS Job Posted Time: 2026-09-15 13:20:18 Employment Type: Full-time / Hybrid Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Salesforce, Wealth Management About the job Experience: •1 year of experience in client relationship management or customer support role •Minimum 1 year of experience in client relationship management or customer support role Required Skills: •Work alongside Wealth Managers with the transition and conversion from prospect to client •Develop and maintain ongoing relationship with clients •Serve as a point of contact for clients, addressing inquiries, coordinating requests, and guiding them through services •Act as liaison between client and Wealth Manager and/or internal and external support teams •Manage onboarding of new clients by collecting essential documentation, managing CRM data entry, and managing account openings •Prepare and organize materials for client signings and notarizations •Review all executed client documents for accuracy and completeness •Work closely with client to ensure CRM data and Custodial accounts and data meet plan goals Compensation: •$55,000 - $75,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!