Client Services Specialist

FAS Wealth Partners; Leawood (KS); On-site; USD 55,000 - 75,000; Full time

Job summary

FAS Wealth Partners, Inc. seeks a Client Services Specialist to support advisors with onboarding and maintaining client accounts.

You will process paperwork, update accounts, and perform cashiering with multiple custodians to ensure accurate, timely service. You will maintain strong relationships with custodians, manage client data in the CRM, and help address client questions while adhering to regulatory requirements and firm policies.

Qualifications

• Minimum 5 to 7 years Operations experience (preferably financial services industry)

Responsibilities

• Prepare, process and track paperwork for new and existing clients.
• Process financial transactions (wires, journals, checks, etc.).
• Manage client data and service requests in CRM.
• Liaise between firm, clients and custodians; answer questions.
• Maintain documentation to comply regulatory requirements.
• Prioritize and manage multiple tasks with competing priorities.
• Perform other duties as assigned.

Skills

MS Office

CRM

Docusign

Organizational skills

Time management

Multi-tasking

Tools

MS Office Suite

CRM

Docusign

Job description

FAS Wealth Partners, Inc. (FAS) specializes in financial planning and tailored investment solutions within a personalized, concierge experience. From our more than 40 years of experience serving high-net-worth and high-net-happiness individuals across the U.S., our advisors and CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®) provide Expertise & Objectivity® in independent recommendations and fiduciary services that put you first. At FAS, we’re invested in you, with you. Learn more at www.faswealthpartners.com.

Job Summary:

The Client Services Specialist assists advisors with onboarding and maintaining client accounts. They assist in processing paperwork, updating accounts, and performing the cashiering functions through multiple custodians. This role also maintains operational relationships with custodians working with FAS Wealth Partners, Inc.

Job Duties:

• Accurately prepares, processes and tracks paperwork for new and existing clients
• Processes financial transactions for clients (wires, journals, checks, etc.)
• Manages client data and service requests within the Customer Relationship Management (CRM) system
• Act as liaison between firm, clients, and custodians Assist new and existing clients with questions, as needed
• Maintain necessary documentation to comply regulatory requirements
• Successfully prioritize and manage multiple tasks with competing priorities
• Other duties as assigned

Qualifications:

• Minimum 5 to 7 years Operations experience (preferably financial services industry)

Skills and Knowledge:

• Strong PC proficiency with MS Office Suite (Excel, Word, PowerPoint), CRM, and Docusign
• Strong organizational and time management skills, with the ability to multi-task and prioritize