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Financial Client Services Associate Jobs in Kansas

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Financial Client Services Associate information

What is a financial client services associate?

Financial Client Services Associates are professionals who provide support and assistance to clients of financial institutions or firms. They act as a primary point of contact for clients, helping with account inquiries, transactions, and resolving issues. Their role often involves processing paperwork, providing information about financial products, and ensuring a high level of customer satisfaction. They may also collaborate with financial advisors and other team members to deliver seamless client service. Strong communication and organizational skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a financial client services associate?

To thrive as a Financial Client Services Associate, you need a solid understanding of finance, client account management, and a bachelor’s degree in business or a related field. Familiarity with CRM platforms, financial planning software, and regulatory compliance systems is typically required. Excellent interpersonal communication, attention to detail, and problem-solving skills help build strong client relationships and resolve issues effectively. These competencies are crucial to ensuring client satisfaction, regulatory adherence, and the smooth delivery of financial services.

What is the difference between Financial Client Services Associate vs Financial Advisor?

AspectFinancial Client Services AssociateFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like FINRA Series 6 or 7 may be preferredRequires FINRA Series 7, 63, or 65 licenses; often a bachelor's degree or higher
Work EnvironmentBanking or financial services firms; client support and administrative rolesIndependent or firm-based; client consultation and investment planning
Employer & Industry UsageCommon in banks, brokerages, and financial institutionsUsed across financial planning firms, banks, and independent practices

The main difference is that a Financial Client Services Associate primarily handles client support, administrative tasks, and account management, while a Financial Advisor provides personalized financial planning and investment advice. Both roles require relevant licenses, but Financial Advisors typically have more advanced certifications and client-facing responsibilities.

How does a financial client services associate typically collaborate with financial advisors and other team members?

As a Financial Client Services Associate, you’ll work closely with financial advisors, portfolio managers, and administrative staff to support client needs. Your responsibilities often include preparing account documentation, responding to client inquiries, and ensuring the smooth execution of transactions. Regular communication and coordination are key, as you’ll often relay client information, help resolve issues, and assist in the onboarding of new clients. This collaborative environment not only helps build your industry knowledge but can also open up future advancement opportunities within the firm.
What are popular job titles related to Financial Client Services Associate jobs in Kansas? For Financial Client Services Associate jobs in Kansas, the most frequently searched job titles are:
What job categories do people searching Financial Client Services Associate jobs in Kansas look for? The top searched job categories for Financial Client Services Associate jobs in Kansas are:
What cities in Kansas are hiring for Financial Client Services Associate jobs? Cities in Kansas with the most Financial Client Services Associate job openings:
Infographic showing various Financial Client Services Associate job openings in Kansas as of June 2026, with employment types broken down into 2% As Needed, 75% Full Time, 15% Part Time, and 8% Contract. Highlights an 94% Physical, 1% Hybrid, and 5% Remote job distribution.

Client Services Associate Project Manager

Epiq

Kansas City, KS • Remote

Full-time

Posted 9 days ago


Epiq Systems rating

7.2

Company rating: 7.2 out of 10

Based on 37 frontline employees who took The Breakroom Quiz

135th of 223 rated it services


Job description

At Epiq, your work contributes to complex, global legal outcomes. You'll join a valuesdriven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We invest in your growth with enterprisewide learning and mobility. We celebrate who you are, and we respect life beyond work with flexibility that's recognized externally. Enabled by modern platforms and AI, you'll do the most meaningful work of your career and see your impact at scale.

Job Description:

Epiq is hiring an Associate Project Manager to support the delivery of settlement and claims administration matters. This role focuses on daytoday execution, coordination, and client service in a deadlinedriven, regulated environment.

You'll work closely with Project Managers, internal teams, and client stakeholders to keep matters organized, accurate, and moving forward. This role is designed for someone who wants to build strong execution fundamentals and grow into a full Project Manager role over time.

What You'll Do

  • Support Senior Project Managers on active settlement and claims administration matters

  • Coordinate daily project tasks and track progress against courtdriven deadlines

  • Translate client and court requirements into clear operational work requests

  • Assist with client communications, status updates, and routine inquiries

  • Review, prepare, and manage client data for intake, reporting, and deliverables

  • Perform quality checks to ensure accuracy and completeness

  • Maintain project documentation, trackers, and status reports

  • Proactively escalate risks or issues and support resolution

  • Contribute to process improvements and crossteam collaboration

What We're Looking For

  • Bachelor's degree or equivalent experience

  • 2-4 years of experience in project coordination, client services, operations, or professional services

  • Strong organizational skills and attention to detail

  • Ability to manage multiple tasks in a structured, deadlinedriven environment

  • Clear, professional written and verbal communication skills

Preferred

  • Experience in legal services, financial services, claims administration, or other regulated environments

  • Comfort working with data, spreadsheets, and reports (Excel experience a plus)

Growth Path Associate Project Managers are expected to grow into increased ownership over time. As you develop, you'll take on larger workstreams, deeper client interaction, and greater responsibility for planning and execution-with a clear path to promotion into a Project Manager role based on performance, readiness, and business need.

Why This Role This is a handson opportunity to learn complex, clientfacing project delivery while building the skills needed for longterm growth in project management and client services.

The Compensation range for this role is 65,000 - 80,000 USD annually and may be eligible for an annual bonus.

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Must be authorized to work in the United States for any employer.

#LI-MM2 #LI-Remote

Your specific salary will be determined based on several factors:

  • Location-based market ratefor the role

  • Your abilitiesin relation to the job specification

  • Performanceduring screening and interview

  • Pay paritywith the wider team in the considered location

Further details about the package will be provided during the initial screening call with the Talent Acquisition Team.

Click here to learn about Epiq's Benefits.

Epiq Leadership Compass

Fosters Relationships & Collaboration

Builds trust and alignment through open communication, shared goals, and strong partnerships to drive collective success.

  • Build trust-based partnerships

  • Nurture long-term relationships

  • Remove collaboration barriers

  • Celebrate cross-team success

Engages & Influences

Inspires action and alignment through clear communication, purposeful influence, and a compelling vision.

  • Use storytelling to build buy-in

  • Align communication with organizational goals

  • Guild alignment through strong engagement

Maximizes Performance

Sets and reinforces performance standards that drive results, ensure accountability, and align with Epiq's goals.

  • Use data to identify improvement opportunities

  • Make informed decisions

  • Align team goals with boarder strategy

  • Empower teams to manage their own goals

  • Translate vision into clear priorities

  • Prepare for disruptions with strong change management

Achieves Operational Success

Drives continuous improvement and operational excellence through smart processes, data insights, and quality execution.

  • Improve workflows for team efficiency

  • Use clear documentation and expectations

  • Resolve issues quickly using data and feedback

It is Epiq's policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual's race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq's policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.


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