Client Service Associate

Focus Financial Partners•Kansas City, MO

2d•Remote

About The Position

At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving their long-term goals. Our culture is rooted in respect, collaboration, and accountability, with a strong emphasis on curiosity and continuous improvement. Team members are encouraged to take initiative, grow professionally, and contribute meaningfully to both client outcomes and firm success. We are seeking a detail-oriented and client-focused Client Service Associate to join our financial advisory team. This role is at the forefront of client interaction, ensuring exceptional service and operational support for our advisors and clients. The ideal candidate will have strong communication skills, a passion for helping clients achieve their financial goals, and the ability to manage multiple priorities in a fast-paced environment. In addition, we are seeking candidates that understand the importance of responding to client queries in a timely manner and can manage priorities in a fast-paced environment. Exceptional organizational skills and the proficiency to transition seamlessly between tasks are a must. This position offers flexibility with remote work options, allowing you to work from home while maintaining strong virtual client engagement.

Requirements

Bachelor’s degree in Finance, Business, or related field preferred.
2+ years in financial services or client service roles preferred; experience in wealth management or advisory firms is a plus.
Strong verbal and written communication skills.
Proficiency in Microsoft Office Suite and CRM systems.
Ability to prioritize tasks and work under pressure.
Knowledge of financial products and services (Series 65 or insurance license is a plus).
Comfortable with remote collaboration tools (Zoom, Teams, etc.).

Responsibilities

Serve as the primary point of contact for client inquiries via phone, email, video conferencing, and in-person meetings.
Assist clients with account-related questions, documentation, and service requests.
Proactively anticipate client needs and provide solutions to enhance satisfaction.
Monitor and resolve time-sensitive requests such as trade instructions and custodian alerts.
Process transactions accurately and ensure compliance with firm policies and regulatory requirements.
Coordinate account openings, transfers, and money movements with custodians and internal teams.
Prepare for client meetings, including organizing materials and reports.
Collaborate with relationship managers to execute client service tasks promptly.
Prepare and follow up on paperwork for investment transfers, rollovers, and insurance applications.
Ensure timely resolution of client issues and escalate complex matters when necessary.
Maintain and update client records in CRM systems.
Uphold confidentiality and professionalism in all client interactions.
Obtain Series 65 license within the first 12 months of employment.