Joni Lindquist

10000 College Blvd., Ste. 260
Overland Park, KS 66210
(913) 345-1881
(913) 345-1810 (fax)
  • Jobs

    Client Service Associate
    Category: Financial Services
    JOB SUMMARY The Client Service Associate is responsible for the set-up, maintenance and monitoring of client accounts at preferred custodians, maintaining client portfolios in our portfolio accounting system, and general support of Wealth Management and Investment Management Team activities. JOB RESPONSIBILITIES •   Establish and maintain client accounts, portfolios, and related data in Tamarac ...read more


    Joni Lindquist
    Phone:(913) 226-8826
    Fax:(913) 226-8826