Client Experience Specialist – Financial Services

Prime Capital Financial; Manhattan (KS); On-site; USD 42,000 - 65,000; Full time

Job summary

Prime Capital Financial in Manhattan, KS seeks a client service professional to support advisors and deliver an exceptional client experience. This rolePartner closely with financial advisors and internal teams to ensure accurate, timely, and compliant execution of client service activities while building strong client relationships.

The position independently manages core client service functions and supports more complex operational tasks, requiring two plus years of experience in financial

Qualifications

• Bachelor's degree or equivalent experience preferred.
• 2+ years of financial services or client service experience.
• Strong knowledge of account servicing processes.
• Ability to manage multiple priorities.

Responsibilities

• Independently manage client inquiries and service requests.
• Process account maintenance, including money movements and distributions.
• Prepare and review new account documentation.
• Maintain compliance logs and required documentation.
• Support advisors with client deliverables and follow-ups.

Skills

Client service

Account servicing

Time management

Multi-tasking

Education

Bachelor's degree or equivalent experience

Job description

Prime Capital Financial in Manhattan, KS seeks a client service professional to support advisors and deliver an exceptional client experience. This rolePartner closely with financial advisors and internal teams to ensure accurate, timely, and compliant execution of client service activities while building strong client relationships.

The position independently manages core client service functions and supports more complex operational tasks, requiring two plus years of experience in financial