AFE Private Wealth · 3 months ago
Client Services Associate
Overland Park, KS
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $70K/yrAFE Private Wealth is a firm that designs and executes complex financial strategies for clients who expect precision. They are seeking a Client Service Associate who can thrive in a fast-moving environment and manage client service requests with ownership and precision.
Financial Services
Hiring Manager
Ryan Forster, CFP®, CEPA, AIF®
Responsibilities
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
Qualification
Required
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
Preferred
Experience with custodial platforms preferred. Schwab preferred
Benefits
Competitive compensation
401(k)
Health insurance
PTO
Performance upside
Company
AFE Private Wealth
AFE Private Wealth is a boutique advisory firm built for people who refuse standard answers.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase