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Client Service Associate

Bill Good Marketing · billgoodmarketing.com
Prairie VillageLead / Manager10+ yrs
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Subscribers got this job on 11 October 2026. New jobs reach them at 8 am and 6 pm, 5 days before they open here. Get the next one first

The job in short

Client service.

LogisticsInsurance

Details

Found
20 d ago · posted 2026-10-08
Location as listed
Prairie Village, Kansas, United States
Role
Customer Service Representative
Pay (as listed)
$70,000–$90,000 a year
Source
The company’s own careers site

Full 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.

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