Client Services Associate

Overland Park, KS

Posted: 01/24/2024 Recruiting Division: Administrative Job Number: EB-1422417747 Pay Rate: $55,000.00 - $85,000.00 per year

Job Description


Our amazing client has an opening for a Client Services Associate! Do you have a sharp eye for accuracy and a knack for efficiency? As a proactive team player, you'll support Wealth Advisors and actively contribute to the team's success. Ready to make an impact? Apply now!

Responsibilities:

Client Relations
  • Frequent communication with clientele
  • Assisting with scheduling
  • Client Data Management
  • Managing New Client Onboarding Process
  • Processing New Client Paperwork
  • Processing Money Movements (Wire/ACH/EFT/Journal)
  • Custodial Support
  • Assistance in coordinating execution of Subscription Documents
  • Coordinating funding of capital calls

Office Management
  • Stocking office supplies
  • Incoming/Outgoing Mail Processing

Portfolio Accounting System
  • Auditing Account Data
  • Updating Account Information

Technical Proficiency:
  • Microsoft Office / Microsoft Teams
  • CRM –Wealthbox CRM
  • Fidelity (Wealthscape)
  • Schwab Advisor Services
  • Portfolio Accounting System –SS&C Advent –Black Diamond

Required Experience
  • Bachelors Degree
  • Minimum two years industry experience
  • Proficient in Microsoft Office
  • Experience with Wealthbox CRM, Wealthscape, or Schwab Advisor Services
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About Overland Park, KS

Unlock exciting career opportunities in the vibrant area surrounding Overland Park, Kansas! This thriving region, part of the greater Kansas City metropolitan area, offers a delightful blend of urban amenities and natural beauty. From the renowned Nelson-Atkins Museum of Art to the lively Power & Light District, and the iconic Kauffman Stadium where the Kansas City Royals play, there is no shortage of enriching experiences to enjoy. With its famous barbecue cuisine and welcoming community spirit, Overland Park is a place where both your career and quality of life can flourish. Explore our job listings today and set your sights on a fulfilling career in this charming and dynamic location!