{"id":3304283,"url":"https://alion.io/job/aprio-senior-client-service-associate-wealth-operations","title":"Senior Client Service Associate, Wealth Operations","company":{"id":4900,"name":"Aprio","domain":"aprio.com","url":"https://alion.io/company/aprio","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"B","score":79,"open_postings":58,"ghost_share":0.017,"stale_share":0.776,"repost_share":0.034,"time_to_fill_p50_days":52,"computed_at":"2026-10-28T05:59:10Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":"senior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Overland Park, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":75000,"max_usd":159000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":768},"experience_years_min":6,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-26T20:49:23Z","employer_posted_date":"2026-10-26","last_verified_at":"2026-10-28T17:15:41Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Job Summary \nThe Senior Wealth Client Service Associate (Senior CSA) serves as a senior-level member of the client service team, responsible for delivering exceptional client experiences while providing leadership, technical expertise, and operational oversight. Building upon the core CSA responsibilities, this role owns more complex client relationships, serves as a subject matter expert across systems and processes, and plays a critical role in training, mentoring, and driving process improvements.\nThe Senior CSA proactively identifies opportunities to enhance the client experience, resolve complex issues, and partners closely with advisors and firm leadership to ensure consistent, high-quality service delivery across the organization.\nWhat You'll Gain/ Impact\nOpportunity to serve as a senior-level leader in client service, directly shaping the quality and consistency of high-touch client experiences across a complex book of relationships\nExposure to sophisticated wealth management operations, including complex account structures, custodial platforms, and multi-faceted service scenarios that deepen your industry expertise\nAbility to influence team performance and professional growth by mentoring and coaching fellow Client Service Associates, leaving a lasting impact on the broader service culture\nA platform to drive meaningful process improvements and operational efficiencies that enhance scalability and reduce risk across the organization\nHands-on collaboration with advisors and firm leadership, positioning you as a trusted subject matter expert and strategic partner in service delivery\nKey Responsibilities\nOwn and manage a complex book of client relationships, ensuring a high-touch, proactive service experience. \nServe as the primary point of contact for advanced client needs, including complex money movement, account structures, and non-standard requests. \nTranslate client needs into appropriate actions across custodians, internal teams, and systems, ensuring accurate execution from start to finish. \nAnticipate client needs and proactively identify opportunities to improve service delivery.\nTake full ownership of complex service requests, ensuring timely resolution with minimal client impact. \nMaintain oversight of data integrity within CRM and ensure accurate reporting and tracking of client activities.\nDemonstrate deep knowledge of firm systems, workflows, and custodial platforms to effectively support client and advisor needs. \nServe as a resource for complex account structures, including specialized paperwork and processes. \nProvide guidance to team members on system usage, workflows, and best practice.\nAct as a mentor and role model for CSAs, providing coaching, guidance, and support on both technical and client service skills. \nSupport onboarding and training efforts for new team members across CSA and broader service teams. \nPromote a culture of accountability, collaboration, and continuous improvement within the team.\nIdentify inefficiencies and lead efforts to improve workflows, enhance scalability, and reduce operational risk. \nServe as a subject matter expert for key processes, tools, or service areas. \nCandidate Qualifications\nBachelor's degree (preferred)\nSix+ years of directly related industry experience (preferred); experience in financial planning and/or the securities industry. \nExcellent interpersonal and communication skills, with the ability to build rapport with clients. \nDemonstrated ability to manage complex client relationships independently. \nAdvanced knowledge of custodial platforms, CRM systems, and operational workflows. \nProven ability to mentor, train, and influence team members. \nExcellent communication and interpersonal skills, with a strong client service orientation. \nHigh level of accuracy, attention to detail, and organizational skills.\nPreferred Skills\nStrong problem-solving skills with the ability to assess complex situations and implement effective solutions.\nStrong professionalism, integrity, and commitment to confidentiality.\nKnowledge of regulatory requirements, industry best practices, and technology solutions.\nDeep understanding of financial planning concepts, account types, and investment operations. \nExperience supporting alternative investments or complex account structures. \nAbility to drive process improvement and contribute to operational strategy. \nResourceful, proactive, and solutions-oriented mindset.","description_format":"text","description_chars":4440,"description_truncated":false,"requirements":{"experience_years_min":6,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Audit & Assurance Firms","Accounting & Bookkeeping Services","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-10-27T00:42:44Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"green card filings: 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