Wealth Client Service Associate

NextGenEnergyJobs; Overland Park, Northern (KS, KY); Hybrid; USD 55,000 - 90,000; Full time

Job summary

NextGenEnergyJobs is seeking a Client Relations Specialist for a Top 20 CPA and advisory firm to strengthen client relationships and coordinate services.

You will own client requests, work with advisors, custodians, and internal partners, and ensure timely, accurate delivery of client outcomes. The role requires a Bachelor's degree and 4 years in financial planning or securities, plus proficiency with Microsoft Office and CRM tools.

Qualifications

• 4 years of directly related industry experience (preferred); experience in financial planning/securities.
• Excellent interpersonal and communication skills; ability to build rapport with clients.
• Proficiency with Microsoft Office; CRM/portfolio management software a plus.
• Strong multi-tasking with ability to handle interruptions and tight timelines.
• Strong written and verbal communication skills.
• Numerical accuracy and attention to detail; time management.
• Strong ethics and integrity with client confidentiality.

Responsibilities

• Develop and maintain strong relationships with clients and advisors.
• Own client requests; coordinate with internal and external partners; provide status updates.
• Communicate effectively with advisors and teams to meet client expectations.
• Monitor client activity; elevate issues as needed.
• Collaborate with custodians and service teams to resolve issues promptly.
• Maintain accurate client data in the CRM.

Skills

Interpersonal skills

Communication skills

Time management

Attention to detail

Education

Bachelor's degree

Tools

Salesforce

Orion

eMoney

HubSpot

Schwab

Microsoft Office

Excel

Job description

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

Responsibilities

• Develop and maintain strong relationships with clients, advisors, and other team members across the firm.
• Full awareness of assigned client base - who they are, any special needs they might have, ongoing tasks for each client relationship, etc.
• Serve as the primary owner of client requests-engaging directly with clients to fully understand needs; coordinating execution across internal and external partners; tracking progress through completion; and proactively communicating status updates and outcomes to all appropriate parties.
• Communicate effectively with advisors and internal teams regarding open tasks, client needs, etc., in order to ensure we are meeting clients' expectations and delivering exceptional service.
• Serve as the subject matter expert on client account activity. Monitor for issues and elevate accordingly.
• Partner with custodians and internal service teams to resolve operational issues efficiently, ensuring minimal client impact and timely communication throughout resolution.
• Maintain understanding of investment approach and how it intersects between the client process and experience.
• Own the accuracy and completeness of client data in the CRM for the assigned client base.

Requirements

• Bachelor's degree
• 4 years of directly related industry experience (preferred); experience in financial planning and/or the securities industry
• Excellent interpersonal and communication skills, with the ability to build rapport with clients.
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
• Robust multi-tasking with ability to work with frequent interruptions required
• Preferred experience with Salesforce, Orion, eMoney, HubSpot and Schwab
• Advanced knowledge of Excel
• Proficiency with Microsoft Office
• Strong written and verbal communication skills
• Numerical accuracy, exceptional attention to detail and time management.
• Strong ethics and integrity, with a commitment to maintaining client confidentiality.