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Financial Client Services Associate Jobs in Kansas

Bill Good Marketing

Client Service Associate

Leawood, KS · On-site

$70K - $90K/yr

If you've spent a decade in financial services and you're at your best when the pace is fast and ... Client Service Associate to support two Associate Advisors as they grow their books. This isn't a ...

Bill Good Marketing

Client Service Associate

Leawood, KS · On-site

$70K - $90K/yr

If you've spent a decade in financial services and you're at your best when the pace is fast and ... Client Service Associate to support two Associate Advisors as they grow their books. This isn't a ...

Bill Good Marketing

Client Service Associate

Leawood, KS · On-site

$70K - $90K/yr

If you've spent a decade in financial services and you're at your best when the pace is fast and ... Client Service Associate to support two Associate Advisors as they grow their books. This isn't a ...

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

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

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 ...

Cetera Financial Group

Office Services Associate

Leawood, KS · On-site

$15.50 - $19.50/hr

... client gifts and swag • Manage all office and kitchen inventory, including invoice and budget ... Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are ...

BEAUTY BRANDS

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

Overland Park, KS · On-site

$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

Overland Park, KS · On-site

$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 ...

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 ...

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 · 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 ...

BEAUTY BRANDS

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 ...

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All JobsFinancial Client Services Associate JobsFinancial Client Services Associate Jobs in Kansas

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:
Financial Client Services Associate jobs near you
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 Service Associate

Bill Good Marketing

Leawood, KS • On-site

$70K - $90K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 23 days ago

Job description

If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading.
FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their books. This isn't a training-from-scratch role. They need someone who walks in knowing how things work and can help build the processes that keep a growing practice running smoothly.
What You'll Be Doing
Day to day, you'll be the operational backbone for two advisors who are active, client-focused, and building fast. Your job is to handle the service and administrative side so they can stay focused on their clients. That includes:
  • Client follow-up and service tasks
  • Processing paperwork, account work, and operational requests
  • Helping develop and document workflows from prospect to client, start to finish
  • Supporting seminar logistics (not prospecting or lead follow-up; that stays with the advisors)
  • Handling requests from high-net-worth clients with calm, speed, and professionalism

This office moves fast. When clients call, things happen quickly. You need to be someone who handles urgency well and doesn't rattle easily.
Requirements
What We're Looking For
Must-haves:
  • Series 7 license (required)
  • Minimum 10 years of experience in financial services
  • Proven ability to work in a high-touch client service environment
  • Process-driven mindset; you don't just execute tasks; you help build systems
  • High emotional intelligence: this is a family office environment, and the clients expect that level of care and professionalism

Nice to have:
  • Familiarity with AI tools and willingness to adopt new technology as the firm evolves
  • Experience in an institutional or high-net-worth setting

Benefits
What You'll Get
  • Base salary: $70,000-$90,000 depending on experience, plus bonuses
  • Health insurance: firm pays 80% of your premium; full coverage including dental, vision, and HSA
  • Life insurance: 1x annual salary
  • 401(k) with employer match

How to Apply
Submit your resume and a brief note on your background. Candidates who meet the initial criteria will be contacted directly.

Apply