Client Service Specialist - Financial Firm - Kanas City, MO
KANSAS CITY, MOPosted a month ago
Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Client Service Specialist role supports financial advisors by managing client communications, organizing meetings, and assisting with financial planning to enhance client service and operational efficiency.
Responsibilities and impact
The specialist will handle client support tasks including organizing meetings, preparing financial documents, responding to client queries, assisting in client review processes, and training new team members.
Compensation and benefits
The salary ranges from $47,500 to $52,500 based on experience, with benefits including 401(k) with matching, health and dental insurance, life insurance, paid time off, professional development assistance, and an annual company incentive trip.
Experience and skills
Candidates need a bachelor's degree or equivalent financial planning experience, proficiency in Microsoft Office, insurance licenses for Kansas and Missouri, and strong critical thinking, client service, and organizational skills.
Career development
The company offers professional development assistance and opportunities for career advancement within a growing financial advisory organization.
Work environment and culture
The company values professionalism, positive service attitudes, ethical conduct, and a client-focused approach in a fast-paced, deadline-driven environment.
Company information
Advisor Employee Services is a consulting firm representing top financial advisors nationwide, facilitating hires for established financial advisory firms.
Job location and travel
The position is based in Kansas City, MO, with additional office locations in Overland Park, KS, Lee’s Summit, MO, and Liberty, MO, with standard office hours and occasional evening events.
Application process
Applicants are encouraged to apply if they meet the qualifications, with the process facilitated by Advisor Employee Services, a consulting firm specializing in financial advisor placements.
Unique job features
The role involves working with top-tier financial advisors and includes involvement in client meetings, financial planning, and training new team members, distinguishing it from typical administrative roles.
Company overview
Advisor Employee Services specializes in providing comprehensive support and consulting services to financial advisors and their practices. They generate revenue through a range of services including practice management, succession planning, and operational efficiency improvements. Founded with a mission to empower financial advisors, the company has a history of fostering growth and sustainability within the financial advisory industry. Their expertise helps advisors enhance client relationships, streamline operations, and achieve long-term business goals.
How to land this job
Position your resume to emphasize your client service skills, organizational abilities, and proficiency with Microsoft Office, highlighting any experience supporting financial professionals or advisors.
Focus on showcasing your attention to detail, problem-solving capabilities, and ability to manage multiple tasks in a fast-paced environment, as these are core competencies for the role.
Apply for the Client Service Specialist position through multiple channels, including the Advisor Employee Services corporate website and LinkedIn, to maximize your application's exposure.
Connect on LinkedIn with current employees or team members in the Retirement Solutions Group or financial advisory division at Advisor Employee Services, using ice breakers like commenting on their recent company initiatives, asking about their experience working with financial advisors, or expressing enthusiasm for the company’s mission and growth.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client service,' 'financial planning support,' 'Microsoft Office proficiency,' 'organizational skills,' and 'problem-solving,' ensuring your resume passes initial automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored resume customization, identify multiple application platforms, and find relevant LinkedIn connections, allowing you to focus your time on preparing for interviews and networking effectively.
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