Client Service Associate
$60,000–$75,000 year
On-site · Kansas City, Missouri, United States
Job Summary
Client Service Associate who will support advisors and clients through onboarding, account paperwork, processing transfers and contributions, handling service requests, and coordinating scheduling. Requires strong organization, attention to detail, and tech-savviness with Microsoft Office; excellent communication and interpersonal skills; ability to manage confidential client information, maintain records, and liaise with broker/dealer and advisory contacts. Familiarity with account types (trusts, IRA, Roth, qualified vs nonqualified) and ability to troubleshoot client issues and improve processes. Must be able to manage calendar, coordinate internal/external scheduling, and deliver a high level of service in a fast-paced financial services environment.
Required Qualifications
- 3+ years of financial services experience
- College graduate or equivalent work experience
- Willing and able to complete a background and credit screening as an employee of a FINRA-regulated advisor
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