Client Service Manager
Financial Services Firm - Overland Park, KS

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A fast-paced Financial Services firm seeks mature, self-motivated, detail-oriented and energetic person for a full-time position. The primary focus of this role is to assist the Senior financial advisor with managing client relationships, paperwork, scheduling appointments and maintaining and organizing all financial advisory related activities. This position requires that the candidate work in a team environment and be willing to contribute to the team. The ideal candidate will possess the following:

  • 5 + years of administrative experience in the financial services industry
  • Series 6 & 63 licenses or 7 & 66
  • Excellent client service and communication skills, both verbal and written
  • Manage Financial Advisor’s time & calendar
  • Complete all paperwork and follow through on account opening
  • Coordinate marketing activities and events
  • Extremely organized and able to prioritize tasks
  • Gets timely closure on projects
  • Understands the compliance details and requirements in the financial services industry
  • Thrives on time challenges and work in a fast-paced environment
  • Ability to handle high volume and can multi-task
  • Proficient in Word, Excel, Outlook and ability to learn financial services software

Indeed - 12 months ago - save job - block
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