Job Summary
An established and expanding financial services and wealth management firm in Kansas City, MO with $250mm AUM is looking for a Client Services Associate to make an immediate impact by supporting Advisory teams.
The ideal Client Services Associate will bring a demonstrated record of multi-tasking projects in a fast-paced environment and a customer-focused attitude to contribute to the team.
CLIENT SERVICES ASSOCIATE RESPONSIBILITIES :
- Manage the On-Boarding process for New Clients Applications, including custodian, annuities, life insurance, etc.
- Closely support Advisors and Clients
- Maintain CRM (Customer Relationship Management) system.
- Opening, closing, and transferring of accounts
- Follow-up on pending business with companies and clients
CLIENT SERVICES ASSOCIATE REQUIREMENTS :
- Successful Experience in Team Support and Client-Focused Service.
- Bachelor's Degree preferred and 1+ Years of Experience.
- Entrepreneurial Attitude, Drive, & Grit to Expand Company Success.
- Strong organizational skills and attention to detail.
- Ability to demonstrate persistence to achieve quality.
CLIENT SERVICES ASSOCIATE BENEFITS :
- Competitive Salary
- Excellent Benefits
- Growth opportunities
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Tara Reynolds
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