What are the responsibilities and job description for the Client Service Specialist position at Prime Capital Financial?
We are seeking a motivated Client Service Specialist to join our rapidly growing wealth management and retirement plan practice in our Overland Park, KS Market. We are a financial services firm that truly cares about its clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to be a part of the great Overland Park team!
OBJECTIVES : A Client Service Specialist will play a crucial role in delivering exceptional client service and building strong relationships with our clients. You will be responsible for providing personalized support and guidance to ensure client satisfaction while also collaborating closely with our team of advisors and portfolio managers. This role requires a deep understanding of wealth management products, excellent communication skills, and a strong commitment to delivering superior service.
Our Standards : Our overall standard is "service excellence." Our goal is to provide the very best experience in service and knowledge to our firm and its associates. As such, our associates must display :
- Ability to work and make decisions independently, with minimal supervision.
- Excellent written and verbal communication skills.
- Excellent client service skills.
- Comfortable with presenting to senior leaders.
- Superior attention to tasks, detail and follow through.
- Excellent organizational and time-management skills; ability to react with appropriate levels of urgency to situations and events that require quick response or turnaround.
- Ability to successfully prioritize and manage multiple tasks, projects, and assignments.
- Ability to adapt quickly and positively to change.
- Team player and collaborator; invest in building long-lasting relationships both externally and internally.
- Must possess a will-do / cando attitude.
- High standards of professionalism, ethics, confidentiality, and integrity will be paramount for this role.
Key Responsibilities :
Client Relationship Management
Administrative Support
Operational Efficiency
Compliance and Regulation
Continuous Improvement
QUALIFICATIONS :
Benefits :
Compensation :
This is a Non-Exempt Full-time position. Salary is determined based on experience.
Prime Capital Financial
Prime Capital Financial provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Wealth brand. Through its Prime Retirement and Prime Wellness brands, the firm also provides retirement plan advisory services and plan participant education. Prime Capital Financial currently has 50 locations throughout the United States, with over 200 investment advisor representatives and 190 associates serving clients nationwide. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”) a federally registered investment adviser. PCIA : 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA / SIPC. PCIA and Private Client Services are separate entities and are not affiliated.
