Wealth Client Service Associate
Aprio
- Experience
- 4+ yrs
- Location
- Overland Park, Kansas, United States
- Job type
- Full-time
Required skills
- Microsoft Office
- Microsoft Excel
- Salesforce
- Orion
- eMoney
- HubSpot
- Schwab
About the role
Bachelor's degree; 4 years directly related industry experience preferred; proficiency in Microsoft Office; advanced Excel; experience with CRM, portfolio management, and document management software preferred; strong communication and organizational skills.
About Aprio
Full-service CPA-led business advisory and accounting firm.
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