Client Associate

Your role

Are you truly service oriented? Do you know how to take care of people?

We’re looking for a client associate to:

• keep management systems up-to-date with client information
• educate clients on account services and capabilities
• help with the preparation of reports and other materials for client meetings
• collect the right documentation for opening new accounts and service requests
• plan team marketing events and maintain marketing materials
• provide the team with a detailed calendar of activities

Your team

You’ll be working as part of Wealth Management Americas in the Kansas City, MO office. We help individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Client Associate, you’ll play an important role in servicing clients and supporting the business.

Your expertise

• SIE, series 7 and 66 licenses
• ideally 5 years of experience in client service, within the finance sector
• bachelor’s degree or equivalent preferred, focusing on finance, communication, or business
• excellent communicator, with solid interpersonal skills
• detail oriented (nothing gets past you)
• proficient in Microsoft Office Suite