Client Services Associate

4 days ago


Westwood, Kansas, United States Windward Capital Management Company Full time
Job Summary

We are seeking a highly motivated and experienced Registered Sales Assistant to join our team at Windward Capital Management Company. As a Registered Sales Assistant, you will be responsible for providing exceptional client service, managing client relationships, and supporting the CEO and registered representatives in their daily activities.

The ideal candidate will have a strong background in finance and a proven track record of delivering results in a fast-paced environment. You should also be proficient in Microsoft Office (Excel and Word) and Adobe Acrobat.

Salary: $70,000 - $90,000 per year, based on experience

Key Responsibilities
  • Provide exceptional client service and support the CEO and registered representatives
  • Manage client relationships and communicate effectively with clients
  • Prepare and maintain accurate records of client interactions and transactions
  • Support the operations team in maintaining efficient back office processes


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