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Client Service Associate

Company

Bill Good Marketing

Location

Prairie Village, United States

Type

Full time

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 workfl...

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