Client Service Associate

Bill Good Marketing • Prairie Village, KS

54d • Onsite

About The Position

FCS Family Office, a high-net-worth wealth management firm, is seeking an experienced Client Service Associate to support two Associate Advisors. This role requires someone with a strong background in financial services who can manage the service and administrative aspects of a growing practice, including developing and documenting workflows. The ideal candidate will be adept at handling urgent client requests with professionalism and efficiency in a fast-paced environment.

Requirements

• Series 7 license
• Minimum 10 years of experience in financial services
• Proven ability to work in a high-touch client service environment
• Process-driven mindset; ability to help build systems
• High emotional intelligence

Nice To Haves

• Familiarity with AI tools
• Willingness to adopt new technology
• Experience in an institutional or high-net-worth setting

Responsibilities

• Client follow-up and service tasks
• Processing paperwork, account work, and operational requests
• Developing and documenting workflows from prospect to client
• Supporting seminar logistics
• Handling requests from high-net-worth clients with calm, speed, and professionalism

Benefits

• Base salary: $70,000–$90,000 depending on experience, plus bonuses
• Health insurance: firm pays 80% of your premium; full coverage including dental, vision, and HSA
• Life insurance: 1x annual salary
• 401(k) with employer match

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed