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Financial Client Services Associate Jobs in Kansas

ABSOLUTE BEAUTY LLC

Client Services Specialist

Olathe, KS · On-site

$16.50 - $21.75/hr

Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...

BEAUTY BRANDS

Client Services Specialist

Topeka, KS

$14 - $18.50/hr

Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...

BEAUTY BRANDS

Client Services Specialist

Overland Park, KS

$16 - $21.25/hr

Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...

BEAUTY BRANDS

Client Services Specialist

Olathe, KS

$16.50 - $21.75/hr

Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...

ABSOLUTE BEAUTY LLC

Client Services Specialist

Topeka, KS · On-site

$14 - $18.50/hr

Our associates provide excellent customer service and help drive engagement that supports our store ... Follow the client experience guidelines, as it applies to the position. About Beauty Brands: As a ...

UMB Financial

Client Service Specialist II

Leawood, KS · On-site

$44K - $65K/yr

You will act as a resource to other client service associates on the team, providing leverage ... You have3+ years of applicable experience within Financial Services. * Youhave an understanding ...

Moore

Data Services Associate (On-Site)

Topeka, KS

The Data Services Associate plays a critical role in ensuring the accuracy, timeliness, and quality ... financial institutions. * * Send other client-required files as needed. * Reporting & Data ...

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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.
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:
Financial Client Services Associate jobs near you

Client Services Specialist

ABSOLUTE BEAUTY LLC

Olathe, KS • On-site

$16.50 - $21.75/hr

Full-time

Re-posted 13 days ago

Job description

Beauty Brands is hiring a Client Service Specialist who is passionate about helping others, loves beauty products, and works well in a team environment. Our associates provide excellent customer service and help drive engagement that supports our store sales.
Duties and Responsibilities
  • Welcome all customers entering the store with the appropriate Beauty Brands greeting.
  • Promote the Take Ten program with every customer.
  • Ensure resolution of customer concerns to the satisfaction of the customer and Beauty Brands.
  • Follow company policies.
  • Meet attendance, punctuality, and required work guidelines.
  • Perform store operations procedures with accuracy.
  • Complete all required projects (as assigned by management) on time and with accuracy.
  • Support an accurate inventory process.
  • Assist in the proper execution of marketing plans, promotional programs, and visual merchandising standards.
  • Answer the phone with the Beauty Brands greeting by the third ring.
  • Utilize the Just Ask program and Just Ask Daily Form to support the GLAMOUR Experience, enhance suggestive selling, and increase add-on sales goals (set by manager) using "just one more" program.
  • Attend a required number of Education classes (as directed by manager).
  • Ensure that store safety and security measures are being followed.
  • Attend scheduled store meetings.
  • Follow the client experience guidelines, as it applies to the position.

About Beauty Brands:
As a family-owned business, we put our people first. Associates, stylists, estheticians, nail technicians, customers - everyone who walks through our doors is considered part of the family. We look out for our own, investing in our employees and providing the best deals and quality, trusted products for our customers.
Beauty Brands was founded in 1995 by Bob Bernstein on the idea of providing a one-stop beauty destination, saving customers time and making them feel fantastic. Today Beauty Brands has become a true home for beauty. A place where the beauty within is celebrated. A place that houses all things, hair, makeup, skin, nails, plus knowledgeable associates to guide you along your beauty journey. We're more than a salon, spa & beauty store. We are a family, and we treat everyone who walks through our doors as such. Just like a home, we want our associates and customers to feel special, comfortable, valued, welcomed, and understood every time they are in our locations. We are your home for beauty.
Prerequisites
  • Strong customer service, communication, and interpersonal skills.
  • Demonstrated record of punctuality, attendance, teamwork, and ability to follow company policies.

Physical Job Requirements
  • Assisting in inventory - requires bending, stretching to reach shelves, and lifting merchandise.
  • Product receiving and preparation - opening and lifting boxes; carrying products.
  • Merchandising product - requires bending, stretching to reach shelves, and lifting products and fixture shelves.
  • Daily cleaning - wiping down shelves, windows and counters; sweeping, vacuuming, mopping, changing light bulbs, standing on a ladder.

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