Client Service Associate

2 months ago

Lenexa, United States CommunityAmerica Credit Union Full time

Summary:

Copper Financial (Copper) is an SEC registered investment advisor, FINRA registered Broker-Dealer and state registered insurance agency offering a breadth of investment and financial planning services to credit union members nationwide. As a wholly owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting our members unique needs wherever they are in their financial journey.

Join our team as a Client Service Associate and play a key role in providing administrative and sales support for our Wealth Advisors. The ideal candidate will enhance the client experience by delivering exceptional service and support across all phases of the client relationship, as well as promote advisor productivity and positive client experiences.

Duties & Responsibilities:
  • Support assigned Wealth Advisors and program credit unions with administrative and sales assistance.
  • Interact with prospective and existing clients to address and resolve their servicing requests in a timely manner.
  • Liaise with external product carriers to expedite processes and resolve client-related issues.
  • Process paperwork for new accounts and client servicing requests while maintaining a high attention to detail.
  • Ensure accuracy and timely submission of new business documents and follow up on submissions.
  • Collaborate with back-office support personnel to ensure high-quality service and client satisfaction.
  • Schedule appointments for Wealth Advisors and conduct follow-up calls with clients who receive marketing material.
  • Maintain client records in accordance with FINRA compliance standards and company procedures.
  • Provide cross-coverage support for other CSAs when required.
  • Keep all securities and insurance licensing current through successful completion of Continuing Education Requirements.
Requirements:
  • Minimum 2-3 years of experience in the financial services field or related customer service experience preferred.
  • SIE (Securities Industry Essentials) exam, Series 7, and Series 66 licenses preferred (may be obtained during employment).
  • Excellent communication skills, able to engage with clients, colleagues, and business partners professionally and effectively.
  • Strong decision-making and problem-solving abilities, with above-average math aptitude.
  • Proficient in computer literacy, including Excel, CRM (e.g., Salesforce), and back-office systems, coupled with exceptional organizational and prioritization skills.
  • Comprehensive understanding of investment products and services, including insurance, annuities, securities, and advisory products, as well as credit union offerings for cross-referral opportunities.
  • Proficiency in operational procedures related to client accounts and ability to manage multiple requests while meeting deadlines.
  • Flexibility and adaptability to effectively embrace change, quickly modify behavior, and accommodate new requests while remaining agile.
  • Ability to resolve interpersonal conflicts, maintain confidentiality, and demonstrate patience, empathy, and professionalism in dynamic and fast-moving work environments.

  • Client Services Ambassador

    13 hours ago

    Lenexa, Kansas, United States Scissors & Scotch Full time

    About Scissors & ScotchWe're a dynamic company that values individuality and fosters strong connections with our clients and staff. Our unique blend of exceptional clients, signature beverages, and a dynamic setting makes us a remarkable place to work.Job SummaryWe're seeking a skilled Client Service Coordinator to play a crucial role in the functioning of...

  • Client Service Rep

    3 months ago

    Lenexa, United States SF Staffing Solutions Full time

    Handle all customer contact received by telephone, in writing, and in person. Troubleshoot inquiries. Follow-up with customers on issues that cannot be resolved immediately. Handle all customer inquiries by telephone regarding verbal reporting of results, concerns of service failures and other duties to provide customer satisfaction. Report laboratory...

  • Sports-Minded Customer Service Associate

    4 weeks ago

    Lenexa, United States A.C.E. Executives Full time

    Job DescriptionJob DescriptionA.C.E. Executives is an outsourced marketing and sales agency looking for a Sports-Minded Customer Service Associate to join our Kansas City office permanently.You will work with our Marketing and Sales Associates and various product specialists, as well as mid-office and operations teams, to deliver a seamless and integrated...

  • Client Relations Associate

    7 days ago

    Lenexa, Kansas, United States jobs4dad Full time

    Customer Services AssistantPermanent PositionPosted RecentlyOverviewSalary: £9.90 Per HourShift hours: PermanentWe are seeking a Customer Services Assistant who will represent our organization, providing outstanding customer support in a part-time capacity. You will become part of a team that takes pride in their work, values quality service, and cherishes...

  • Senior Client Services Representative

    23 hours ago

    Lenexa, Kansas, United States Quest Diagnostics Incorporated Full time

    Position Overview:As a Customer Relations Representative IV, you will play a vital role in supporting our clients both nationally and internationally. Your primary responsibilities will include responding to client inquiries regarding test results, supply orders, and general information about the testing process in a timely and professional manner.Key...

  • Client Services Representative IV

    1 day ago

    Lenexa, Kansas, United States Quest Diagnostics Incorporated Full time

    Position Overview:As a Customer Relations Specialist IV, you will play a vital role in providing exceptional support to our clients, both nationally and internationally. Your primary responsibilities will include responding to client inquiries regarding test results, supply orders, and general information related to the testing process in a professional and...

  • Customer Service Associate

    7 days ago

    Lenexa, Kansas, United States Navy Times Full time

    Position OverviewThe Customer Care Representative plays a vital role in delivering exceptional service to our clients. This position involves managing all incoming customer communications via phone and making outbound calls as necessary, adhering to established protocols and procedures.Key Responsibilities:Address all customer inquiries received through...

  • Food Service Associate

    6 days ago

    Lenexa, Kansas, United States Overland Park Regional Medical Center Full time

    Position OverviewAbout UsAt Overland Park Regional Medical Center, we pride ourselves on our commitment to community service. As a Food Service Associate, you will contribute to our mission of providing exceptional care and support to our patients and their families.Employee BenefitsWe offer a comprehensive benefits package designed to support the well-being...

  • Client Relations Specialist

    6 days ago

    Lenexa, Kansas, United States Industrial Fumigant Company LLC Full time

    Customer Service RepresentativeJob Category: Customer Service Requisition Number: IFCI504370Job OverviewIndustrial Fumigant Company (IFC) is dedicated to delivering pest management solutions tailored for the commercial food sector.In this role, under the guidance of the Customer Service Manager, the Customer Service Representative will engage with clients...

  • Client Manager

    3 months ago

    Lenexa, United States GBA Full time

    Position: Client ManagerLocation: Lenexa, KSClient Manager - Lenexa, KSWhat's in it for you? The chance to develop and lead client service teams drawn from the talent Markets of the firm. Increased leadership opportunities through higher visibility in the marketplace, client interactions, and account development.Help drive our strategic vision forward by...

  • Client Manager

    4 weeks ago

    Lenexa, United States Kansas Action for Children Full time

    at GBA in Lenexa, Kansas, United States Job Description Position: Client Manager Location: Lenexa, KS Client Manager - Lenexa, KS What•s in it for you? The chance to develop and lead client service teams drawn from the talent Markets of the firm. Increased leadership opportunities through higher visibility in the marketplace, client interactions, and...

  • Client Manager

    3 months ago

    Lenexa, United States GBA Full time

    Position: Client Manager Location: Lenexa, KS Client Manager - Lenexa, KSWhat's in it for you? The chance to develop and lead client service teams drawn from the talent Markets of the firm. Increased leadership opportunities through higher visibility in the marketplace, client interactions, and account development. Help drive our strategic vision forward by...

  • Client Manager

    3 months ago

    Lenexa, United States GBA Companies Full time

    Job DescriptionJob DescriptionPosition: Client ManagerLocation: Lenexa, KSClient Manager - Lenexa, KSWhat’s in it for you? The chance to develop and lead client service teams drawn from the talent Markets of the firm. Increased leadership opportunities through higher visibility in the marketplace, client interactions, and account development.Help drive our...

  • Food and Beverage Service Associate

    7 days ago

    Lenexa, Kansas, United States Choctaw Resort Development Enterprise Full time

    As a key member of our team, you will be tasked with delivering exceptional dining experiences to all patrons in a prompt, courteous, and professional manner, upholding the highest standards of guest service. At Choctaw Resort Development Enterprise, our associates are expected to consistently... Comply with all company and departmental policies, practices,...

  • Tax Associate

    2 weeks ago

    Lenexa, United States Aston Carter Full time

    Job Title: Tax Associate Aston Carter is working with a financial services client that is seeking to hire a Tax Associate on their growing team! They are seeking candidates with 3+ years of tax experience and knowledge of tax prep software. This is a great opportunity to gain experience in tax for high net worth clients! Job Description: The Tax Associate...

  • Client Relationship Manager

    22 hours ago

    Lenexa, Kansas, United States Gahagan & Bryant Associates Inc Full time

    Position: Client Manager Location: Lenexa, KS Client Manager - Lenexa, KSWhat We Offer: An opportunity to lead and cultivate client service teams sourced from the firm's talent pool. Enhanced leadership prospects through increased visibility in the industry, client engagement, and account expansion. Take a significant step in our strategic vision by...

  • Client Relationship Manager

    6 days ago

    Lenexa, Kansas, United States Gahagan & Bryant Associates Inc Full time

    Position: Client Relationship Manager Location: Remote Client Relationship Manager - RemoteWhat's in it for you? This role offers an exceptional opportunity to shape and lead client service teams sourced from the firm’s talent pool. You will gain enhanced leadership visibility through client interactions and account development. As a pivotal Client...

  • Client Relationship Manager

    7 days ago

    Lenexa, Kansas, United States GBA Full time

    Position: Client ManagerLocation: RemoteOverview: As a pivotal Client Manager, you will have the opportunity to develop and lead client service teams, enhancing our market presence and client interactions. This role is integral to driving our strategic vision forward and offers increased leadership opportunities through visibility in the marketplace and...

  • Client Relationship Manager

    7 days ago

    Lenexa, Kansas, United States Kansas Action for Children Full time

    Position Overview:As a Client Manager at Kansas Action for Children, you will play a crucial role in fostering and enhancing client relationships. This position offers the opportunity to lead and develop client service teams, leveraging the diverse talent within the organization.Key Responsibilities:Drive the strategic vision of the organization by taking on...

  • Client Relationship Manager

    22 hours ago

    Lenexa, Kansas, United States Gahagan & Bryant Associates Inc Full time

    Position: Client Manager Location: Lenexa, KS Client Manager - Lenexa, KSWhat We Offer: An opportunity to lead and cultivate client service teams sourced from the firm's talent pool. Enhanced leadership roles through increased visibility in the market, client engagement, and account growth. Step into a crucial Client Manager position that drives our...