An established and expanding financial services and wealth management firm in Kansas City, MO with $250mm AUM is looking for a Client Services Associate to make an immediate impact by supporting Advisory teams. The ideal Client Services Associate will bring a demonstrated record of multi-tasking projects in a fast-paced environment and a customer-focused attitude to contribute to the team.

 

CLIENT SERVICES ASSOCIATE RESPONSIBILITIES:

• Manage the On-Boarding process for New Clients – Applications, including custodian, annuities, life insurance, etc.
• Closely support Advisors and Clients
• Maintain CRM (Customer Relationship Management) system.
• Opening, closing, and transferring of accounts
• Follow-up on pending business with companies and clients

CLIENT SERVICES ASSOCIATE REQUIREMENTS:

• Successful Experience in Team Support and Client-Focused Service.
• Bachelor's Degree preferred and 1+ Years of Experience.
• Entrepreneurial Attitude, Drive, & Grit to Expand Company Success.
• Strong organizational skills and attention to detail.
• Ability to demonstrate persistence to achieve quality.

CLIENT SERVICES ASSOCIATE BENEFITS:

• Competitive Salary 
• Excellent Benefits
• Growth opportunities

At Goodwin Recruiting we are committed to our core values. We take our value, Dedicated to Diversity & Inclusion, very seriously and will never discriminate against a candidate or client based on any protected classes. Our clients seek qualified candidates, and that is what we deliver. A person's age, gender, race, sexual orientation, gender identity, national origin, veteran or disability status, or arrest or conviction record has no bearing on whether he, she, or they are able to do the job. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.   JOB ID: 142106 #post

Tara Reynolds