Client Service Associate
bill good marketingPrairie Village, KS
Client Service Associate
bill good marketingPrairie Village, KSJunior L3
Financial Clerks, All OtherOffice Clerks, GeneralSecurities, Commodities, and Financial Services Sales Agents
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesOffice Administrative Services
APPLY NOWClient Service AssociateIf you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading.
FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their books. This isn't a training-from-scratch role. They need someone who walks in knowing how things work and can help build the processes that keep a growing practice running smoothly.
What You'll Be Doing:
Day to day, you'll be the operational backbone for two advisors who are active, client-focused, and building fast. Your job is to handle the service and administrative side so they can stay focused on their clients. That includes:
Client follow-up and service tasks
Processing paperwork, account work, and operational requests
Helping develop and document workflows from prospect to client, start to finish
Supporting seminar logistics (not prospecting or lead follow-up; that stays with the advisors)
Handling requests from high-net-worth clients with calm, speed, and professionalism
This office moves fast. When clients call, things happen quickly. You need to be someone who handles urgency well and doesn't rattle easily.
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Level
Junior L3
Location
Prairie Village, KS
Occupation
Financial Clerks, All Other
Industry
Portfolio Management and Investment Advice
Posted
yesterday