Director Of Client Services

Aston Carter•Kansas City, MO

2d•$28 - $36•Onsite

About The Position

This client-facing administrative role supports the daily operations of a small, 3-person financial advisory firm, serving as the first point of contact for clients while managing scheduling, paperwork, compliance tracking, and office coordination. You’ll work closely with a tenured, experienced owner in a stable, fully in-office environment, helping ensure a seamless client experience and efficient operations. Ideal candidates have 2+ years of administrative experience, strong organization skills, and preferably has been in financial services or wealth management. The firm offers $60K–$70K (up to $75K DOE) plus 16 paid holidays, making this a great long-term opportunity in a tight-knit team. Efficiently manage the client experience and transactions, while ensuring compliance with licensing and regulatory requirements. Oversee general office activities to enhance the operational efficiency of the firm.

Requirements

2+ years of experience in a client facing/servicing administrative role
Proficient in administrative support and calendar management.
Experience with Outlook and client relationship management.
Has worked in financial services, including check writing and managing payables.
Skilled in using Excel and other office software.

Nice To Haves

Bachelors degree preferred
Wealth management, financial services, or CPA firm experience highly preferred
High level of attention to detail.
Ability to multitask efficiently.
Discretion and confidentiality in client dealings.
Capability to make clients feel prioritized and well-cared for.

Responsibilities

Open the office each day and prepare for daily operations.
Greet and assist clients as they arrive, ensuring a welcoming atmosphere.
Check and manage daily mail and confirm appointments for the next day.
Maintain and update the client database regularly.
Schedule quarterly reviews with clients.
Manage office supplies, ensuring they are well-stocked and ordered as needed.
Prepare necessary paperwork for upcoming appointments and client requests, such as beneficiary changes.
Coordinate with the home office for compliance approval of new business.
Follow up and coordinate with clients regarding their transactions.
Organize files for the following week's appointments.
File and/or scan all documents to maintain organized records.
Maintain central compliance files and update the new business/check blotter.
Coordinate event details, including invitation lists.
Handle and appropriately route incoming calls.
Manage accounts payable by generating checks as needed.
Coordinate with an accounting firm regarding accounts payable.
Audit state and securities licensing to ensure compliance.