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We are a $300M financial services practice in beautiful downtown Kansas City. We have more than 20 years of experience and have the pleasure of supporting over 1,000 households. Our focus is on providing new and existing clients with the highest level of care, understanding, and support. We serve as advocates for our clients and act as a guide through customized financial planning, investment management, insurance solutions, and employer-sponsored retirement plans.
We are looking for an experienced and versatile Client Service Associate to support our advisors, our clients, and our continued growth. In addition to having a strong working knowledge of industry software, systems, and processes, you are exceptionally organized, have amazing attention to detail, and are committed to delivering a smooth and confidence-inspiring experience for our clients with every interaction. Whether it’s completing paperwork and tasks, onboarding new clients, handling service requests, scheduling or preparing for meetings, you tackle it with a service heart and an accuracy and efficiency that can’t be beaten. We are a small yet nimble team, and this role is crucial to our continued success.
You will be instrumental in ensuring our clients receive the highest level of service and support. With your astute industry knowledge, you not only know the differences between accounts such as trusts, IRA vs ROTH, and qualified vs nonqualified, but you also know what steps are needed to process them appropriately. You are tech savvy, an adopter of change, and willing to go above and beyond when it’s needed. You are naturally curious and capable of identifying efficiency gaps and executing on improvement.
ESSENTIAL RESPONSIBILIITES
SKILLS & REQUIREMENTS
Full Time
$55k-72k (estimate)
06/23/2024
07/21/2024
talentlinksolutions.com
San Diego, CA
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