About Our Client
Our client is a boutique financial services firm focused on providing tailored financial solutions to high-net-worth individuals, families, and executives. Known for their dedication to client success and close-knit team culture, they are seeking a highly organized, detail-oriented Lead Client Service Associate to join their Kansas City office. This role supports a fast-paced team by streamlining daily operations and providing exceptional client service, ensuring advisors are prepared to deliver impactful financial solutions.
Position Overview
The Lead Client Service Associate will be essential in managing and supporting the daily activities of new business opportunities, working closely with advisors and internal team members. By taking on critical operational tasks, this person will free up time for senior team members to focus on client relationships. Reporting to the Director of Operations and collaborating with team leads, the Associate will ensure smooth processes, organize client information, and support the preparation of client meetings.
Key Responsibilities
- New Business Coordination: Handle all aspects of new business workflows, including processing applications, DI policies, account rollovers, and additional business needs for existing clients.
- Opportunity Management: Track and manage new business opportunities, ensuring all required documentation (e.g., fact finders, statements) is collected and organized efficiently.
- Advisor Preparation: Assemble comprehensive client packets, ensuring advisors have all necessary information and materials for successful client meetings. Proactively remove roadblocks to keep the process flowing smoothly.
- Operational Support: Serve as a point of contact between team members to facilitate smooth communication and ensure all tasks are on track.
- Client Service Excellence: Provide exceptional service, managing multiple tasks with attention to detail and ensuring clients receive prompt, high-quality support.
Qualifications
- 2+ years of experience in the financial services sector
- Experience in leading a team and managing accountability
- Experience in project management
- Ultra-organized with strong attention to detail, capable of managing and tracking multiple tasks.
- Excellent multitasking abilities, able to monitor and adapt to the fast-paced needs of the team.
- Strong interpersonal skills and a collaborative spirit, with a proactive approach to identifying and solving potential issues.
- Previous experience in a client service, operations, or support role
- High level of professionalism and discretion, particularly in handling sensitive client information.
Compensation & Benefits
- Base Salary up to $75K dependent on experience
- Benefits: Comprehensive health and wellness package
What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people.
We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
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