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!


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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