Wealth Management Client Service Associate

Compensation: $50-60K + bonus based on experience, plus benefits.

Overview

Lupton Partners is recruiting on behalf of our client, a well-established wealth management firm based in the Eastern Jackson County area of Kansas City. The Wealth Management Client Services Associate will provide high-level support to senior leadership while managing the firm’s marketing strategy and day-to-day brand presence.

This role blends administrative precision with marketing creativity—ideal for someone who enjoys managing details, improving processes, and helping a growing financial organization maintain a polished, professional image.

Key Responsibilities

• Serve as the first point of contact for clients, vendors, and partners.
• Manage calendars, correspondence, and office operations for leadership.
• Oversee CRM and performance reporting systems to ensure accuracy and efficiency.
• Lead firm marketing efforts across digital, print, and client channels.
• Create and manage content for social media, newsletters, and events.
• Maintain and update the company website and marketing materials.
• Track marketing performance and identify opportunities for improvement.
• Support client communication and assist in enhancing client experience.

Qualifications

• Bachelor’s degree preferred.
• 1+ year of experience in financial services (RIA or broker-dealer preferred).
• Prior marketing or communications experience strongly preferred.
• Strong communication, organization, and technology skills (CRM, MS Office, Adobe, social media tools).
• Professional, detail-oriented, and collaborative mindset.

Our Talent Vision

Lupton Partners’ recruiting and talent optimization practice operates with two clear purposes centered around the people side of the business equation.

For talent, we recognize that making a career move is both exciting and stressful, guiding individuals to find higher meaning and reward in their careers.

For clients, we understand that the talent equation involves aligning business and people strategies, retaining and empowering talent, and attracting the best available candidates.

We specialize in various sectors, including banking and financial services, legal and counsel, finance and accounting, and executive recruiting—helping organizations align people strategies with business goals, boost productivity, and adapt to change.