Wealth Client Services & Onboarding 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. 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.