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Client Services Associate
3 months ago
Client Services Associate
Kansas City, MO
Our client is seeking a skilled Client Services Associate to provide essential support to their advisors, focusing on client assistance, database management, and onboarding new clients. If you excel at organization and communication, thrive in a dynamic environment, and possess essential financial services experience, we'd love to hear from you
Job Responsibilities:
- Prepare and manage client account documentation efficiently.
- Handle incoming calls professionally and promptly.
- Arrange and manage appointment schedules.
- Coordinate and ensure compliance adherence and submissions.
- Assisting new clients through onboarding and application processes.
- Deliver outstanding service to clients.
- Collaborate with team members on various projects.
Requirements:
- Minimum 3-5 years of experience in Wealth Management or Investments within Financial Services; a background in Financial Services is required.
- Proficiency in handling account applications.
- Demonstrated experience in assisting with money movement transactions.
- Strong commitment to providing exceptional customer service.
- Proficient in administrative office duties.
- Proficiency in Microsoft Word, Excel, and PowerPoint
- Familiarity with compliance regulations within Financial Services.
- 100% in office schedule
About Morgan Hunter
Since 1986, Morgan Hunter has served Kansas City-area employers to help them meet a range of hiring needs, from temporary staffing to direct-hire placements. Thoughtful and thorough in our approach, were also responsive and efficient, creating a tailored hiring experience for both employer and job seeker because everyone deserves to find the right fit.
