facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Please reach out if you don't see a current job posting below that matches your qualifications. We're always on the lookout for people who are a great fit! Please contact: Justin@CGNAdvisors.com

Current job postings:

Job Title: Client Service Associate


Manhattan, KS

Travel Required:


Applications Accepted by:

Justin Nichols
512 Poyntz Ave., Ste. 120
Manhattan, KS 66502

Job Description:


CGN Advisors is an independent, Fee-Only financial planning and investment management firm headquartered in Manhattan, KS with offices located around the country. We are looking for an Associate for our Client Service division. The Associate will primarily be responsible for administrative functions, client service and client relationship management for multiple local advisors.

Roles and Responsibilities

  • Gather and maintain client data
  • Enter client information into various systems (e.g. CRM, reporting, billing and custodial systems)
  • Assist operations and investments teams with client onboarding
  • Assist local advisors in managing client relationships and identifying and meeting client needs
  • Answer routine client questions and service requests
  • Support upstream teammates
  • Support marketing and business development efforts

Qualifications and Education Requirements

  • Bachelor’s degree or equivalent experience
  • Minimum 5 years of experience in financial services or equivalent experience (preferred)
  • Good communication skills with a positive attitude
  • General proficiency in Microsoft Office products, Adobe and Zoom

Compensation and benefits

  • Compensation range expected to be between $50,000 and $70,000 depending on experience and qualifications, including a fixed salary plus variable base pay
  • 401k with company match
  • Health insurance with company contribution
  • Open PTO plus generous maternity and paternity leave policy
  • Approachable, smart casual work culture
  • Team focused work environment