Top

Client Service Associate

Prairie Village, KS, USA

46 Days ago

Job Description


If 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. Requirements What We're Looking For Must-haves:
  • Series 7 license (required)
  • Minimum 10 years of experience in financial services
  • Proven ability to work in a high-touch client service environment
  • Process-driven mindset; you don't just execute tasks; you help build systems
  • High emotional intelligence: this is a family office environment, and the clients expect that level of care and professionalism
Nice to have:
  • Familiarity with AI tools and willingness to adopt new technology as the firm evolves
  • Experience in an institutional or high-net-worth setting
Benefits What You'll Get
  • Base salary: $70,000?$90,000 depending on experience, plus bonuses
  • Health insurance: firm pays 80% of your premium; full coverage including dental, vision, and HSA
  • Life insurance: 1x annual salary
  • 401(k) with employer match
How to Apply Submit your resume and a brief note on your background. Candidates who meet the initial criteria will be contacted directly.

Job Overview


Job Function: Banking / Finance

Job Type: Full Time

Workplace Type: Not Specified

Experience Level: Associate

Salary: $70,000 - $90,000 / Annual Salary

Experience: 0 - 0 yrs

Contact Information


Company Name: Bill Good Marketing

Recruiting People: HR Department

Website: http://www.billgoodmarketing.com

Location

Important Alert:
Beware of people who promise you a job or interview in exchange for money. If someone asks you for money and says it's for something like a registration fee or a refundable deposit, it could be a scam. Please be cautious. Remember, elsejob.com does not guarantee a job or interview in exchange for money, so don't give money to anyone like that.

Similar Jobs

Senior Financial Planner

Kestra Financial Independent Advisor • Avon, CT, USA

Experience: 7 - 10 yrs

Salary: Competitive & Based on Experience

View Job
Cashier

Rebel Convenience Stores • Kissimmee, FL, USA

Salary: $14 - $15 / Hourly Salary

View Job
Cost Accountant

Diversified Services Network, Inc. • Madison, WI, USA

Experience: 1 - 2 yrs

Salary: Competitive & Based on Experience

View Job
Finance Manager

Datamark, Inc. • El Paso, TX, USA

Salary: Competitive & Based on Experience

View Job
Cashier

Rebel Convenience Stores • Sherman Oaks, CA, USA

Salary: $19 - $20 / Hourly Salary

View Job
Cashier

Rebel Convenience Stores • Las Vegas, NV, USA

Salary: Competitive & Based on Experience

View Job
Financial Planner - Symonds Wealth Management

Kestra Financial Independent Advisor • Fort Worth, TX, USA

Experience: 3 - 4 yrs

Salary: Competitive & Based on Experience

View Job
Cashier

Rebel Convenience Stores • Studio City, CA, USA

Salary: Competitive & Based on Experience

View Job
Cashier

Rebel Convenience Stores • Antioch, CA, USA

Salary: Competitive & Based on Experience

View Job
Cashier

Rebel Convenience Stores • San Leandro, CA, USA

Salary: $19 - $20 / Hourly Salary

View Job