What are the responsibilities and job description for the Lead Client Service Advisor position at Claire Myers Consulting?
About Our Client
Our client is a boutique financial services firm focused on providing tailored financial solutions to high-net-worth individuals, families, and executives. Known for their dedication to client success and close-knit team culture, they are seeking a highly organized, detail-oriented Lead Client Service Associate to join their Kansas City office. This role supports a fast-paced team by streamlining daily operations and providing exceptional client service, ensuring advisors are prepared to deliver impactful financial solutions.
Position Overview
The Lead Client Service Associate will be essential in managing and supporting the daily activities of new business opportunities, working closely with advisors and internal team members. By taking on critical operational tasks, this person will free up time for senior team members to focus on client relationships. Reporting to the Director of Operations and collaborating with team leads, the Associate will ensure smooth processes, organize client information, and support the preparation of client meetings.
Key Responsibilities
- New Business Coordination : Handle all aspects of new business workflows, including processing applications, DI policies, account rollovers, and additional business needs for existing clients.
- Opportunity Management : Track and manage new business opportunities, ensuring all required documentation (e.g., fact finders, statements) is collected and organized efficiently.
- Advisor Preparation : Assemble comprehensive client packets, ensuring advisors have all necessary information and materials for successful client meetings. Proactively remove roadblocks to keep the process flowing smoothly.
- Operational Support : Serve as a point of contact between team members to facilitate smooth communication and ensure all tasks are on track.
- Client Service Excellence : Provide exceptional service, managing multiple tasks with attention to detail and ensuring clients receive prompt, high-quality support.
Qualifications
Compensation & Benefits
Salary : $75,000
