Title: Client Services Specialist
Location: Leawood, KS
About Financial Advisory Service, Inc. (FAS):
Financial Advisory Service, 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. As a Fiduciary, FAS is held to the industry’s highest standard of care to always act in our clients’ best interests ahead of our own. With more than $2 billion in assets under management, we pride ourselves on providing partnerships, not products. At FAS, we’re invested in you, with you. Learn more at FASKC.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 Financial Advisory Services.
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
- Acts as liaison between firm, clients, and custodians
- Assists new and existing clients with questions, as needed
- Maintains necessary documentation and audit requirements to comply with FAS compliance
- Successfully prioritizes and juggles multiple tasks with competing priorities
- All other duties as assigned
Qualifications
- Bachelor’s degree
- Minimum 3 to 5 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
- Able to work in a team environment
- Strong Interpersonal skills
- Strong attention to detail
Job Type: Full-time
Benefits:
Schedule:
Education:
Experience:
Work Location: One location
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