Client Service Specialist
Would you describe your work product as accurate, thorough, and exact? Are you proactive and driven to solve problems with data? Are you a highly detailed multi-tasker who enjoys variety in their work? Is your communication style factual and professionally social? Do you possess a high internal sense of urgency? If this sounds like you, the below position may be perfect for you!
Primary Duties:
Requirements:
Preferred:
Benefits:
Modern Wealth Management is a “modernized” financial advisory firm that utilizes a team approach to provide a full suite of responsive services and offers a strong career path for like-minded next-gen advisors. We are based in Lenexa, KS, with locations in Lee’s Summit, MO, North Kansas City, Troy, MI, Bingham Farms, MI, and Monterey, CA.
A nationally registered investment advisory (RIA) firm, we pride ourselves on reimagining the delivery of financial advice, designed to anticipate the needs of Americans at every stage in life by providing a full suite of wealth management services carried out by a team of experts specializing in financial planning, tax planning and preparation, personal banking, estate planning and more.
Investment advisory services are offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser.
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