Client Service Associate

Bill Good Marketing Inc.; Prairie Village (KS); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health insurance with 80% premium coverage

Life insurance: 1x annual salary

401(k) with employer match

Job summary

A financial services firm in Prairie Village is seeking an experienced Client Service Associate to support two Associate Advisors. The role requires a strong candidate with at least 10 years in financial services and a Series 7 license. Responsibilities include handling service tasks, processing paperwork, and developing workflows. The position offers a salary ranging from $70,000 to $80,000, along with health insurance and a 401(k) plan with employer match.

Qualifications

• Minimum 10 years of experience in financial services.
• Series 7 license is required.
• Process-driven mindset and ability to build systems.
• High emotional intelligence in a family office environment.

Responsibilities

• Handle the service and administrative side for two advisors.
• Client follow-up and service tasks.
• Process paperwork, account work, and operational requests.
• Develop and document workflows from prospect to client.

Skills

Client follow-up and service tasks

Processing paperwork

Work in a high-touch client service environment

Emotional intelligence

Develop and document workflows

Job description

If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading.

FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their books. This isn't a training-from-scratch role. They need someone who walks in knowing how things work and can help build the processes that keep a growing practice running smoothly.

What You'll Be Doing

Day to day, you'll be the operational backbone for two advisors who are active, client-focused, and building fast. Your job is to handle the service and administrative side so they can stay focused on their clients. That includes:

• Client follow-up and service tasks
• Processing paperwork, account work, and operational requests
• Helping develop and document workflows from prospect to client, start to finish
• Supporting seminar logistics (not prospecting or lead follow-up; that stays with the advisors)
• Handling requests from high-net-worth clients with calm, speed, and professionalism

This office moves fast. When clients call, things happen quickly. You need to be someone who handles urgency well and doesn't rattle easily.

What We're Looking For

Must-haves:

• Series 7 license (required)
• Minimum 10 years of experience in financial services
• Proven ability to work in a high-touch client service environment
• Process-driven mindset; you don't just execute tasks; you help build systems
• High emotional intelligence: this is a family office environment, and the clients expect that level of care and professionalism

Nice to have:

• Familiarity with AI tools and willingness to adopt new technology as the firm evolves
• Experience in an institutional or high-net-worth setting

What You'll Get

• Base salary: $70,000–$80,000 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

How to Apply

Submit your resume and a brief note on your background. Candidates who meet the initial criteria will be contacted directly.