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Financial Client Services Associate Jobs in Kansas

Corpay

Client Services Manager

Wichita, KS · On-site

The Client Services Manager will help ensure that all teams within Corpay are working for the ... checks, financial or sanctions screening, and other background checks relevant to the role and ...

Beauty Brands

Client Services Specialist

Topeka, KS · On-site

$16 - $21.25/hr

Client Services Specialist Beauty Brands is hiring a Client Service Specialist who is passionate ... Our associates provide excellent customer service and help drive engagement that supports our store ...

Beauty Brands

Client Services Specialist

Olathe, KS · On-site

$16.50 - $21.75/hr

Client Services Specialist Beauty Brands is hiring a Client Service Specialist who is passionate ... Our associates provide excellent customer service and help drive engagement that supports our store ...

Beauty Brands

Client Services Specialist

Overland Park, KS · On-site

$16 - $21.25/hr

Client Services Specialist Beauty Brands is hiring a Client Service Specialist who is passionate ... Our associates provide excellent customer service and help drive engagement that supports our store ...

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Financial Client Services Associate information

What are Financial Client Services Associates?

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, and why are they important?

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.
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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:
Financial Client Services Associate jobs near you

Registered Financial Client Associate

Benjamin F Edwards & Co

Leawood, KS • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Key responsibilities

  • Provide client service and support related to check requests, deposits, wiring funds, record keeping, and adjustments.

  • Assist Financial Advisor(s) with opening new accounts, completing paperwork, and sending required documents to clients.

  • Research and resolve account problems, missing documents, and initiate corrective measures while following up with clients.

Job description

Registered Financial Client Associate

Job Summary:

Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts, including but not limited to client service, account research, completing paperwork, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience.


Essential Duties & Responsibilities:

  • Provide client service and support related to check requests, deposits, wiring funds, record keeping and adjustments.
  • Provide quotes and other account-related information to assist clients.
  • Accept and enter orders from clients and/or on behalf of the Financial Advisor (s).
  • Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.
  • Interacts daily on the phone and in person with clients handling basic inquiries and scheduling appointments.
  • Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
  • Create, prepare and review daily client reports for Financial Advisor(s)
  • Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.
  • Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.
  • Maintain files in accordance with firm and regulatory guidelines.
  • Perform various administrative tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.
  • Perform administrative duties as required by the Financial Advisor(s) or Branch Manager.
  • Provide backup support as required to other branch support personnel.
  • Perform other related duties as assigned.


Qualifications:

  • Proficient experience with Microsoft Office Suite and ability to learn other software and technology.
  • Detail oriented and able to manage a variety of tasks.
  • Ability to organize, prioritize and manage multiple tasks in a fast-paced, evolving environment.
  • Team player with the ability to collaborate with others.
  • Excellent communicator (oral and written) across a wide variety of communication channels (in person, phone and virtually); solid interpersonal skills.
  • Exercise discretion in handling confidential information.


Education and/or Work Experience:

  • Minimum Required: Bachelor’s Degree required or equivalent work experience.
  • Minimum required: 2+ years work experience in financial services experience.


Licenses/Registration:

  • Minimum required: Series 7 and Series 63/65 or Series 66 (at time of hire or within 6 months).


Work Environment:

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.


About Benjamin F. Edwards

If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.

Benjamin F. Edwards is an Equal Opportunity Employer.

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