Client Service Specialist
Would you describe your work product as accurate, thorough, and exact? Are you proactive and driven to solve problems with data? Are you a highly detailed multi-tasker who enjoys variety in their work? Is your communication style factual and professionally social? Do you possess a high internal sense of urgency? If this sounds like you, the below position may be perfect for you!
Primary Duties:
Responsible for accurately generating all account paperwork for prospects and clients using a combination of DocuSign and paper forms and collaborating with advisors on complex requests
Following up with clients or other financial firms on status or issues with account transfers
Responsible for the new account processes, including – working with operations assistant and billing team to ensure updates to client fees are processed correctly and with the necessary forms
Manage a queue of paperwork requests, following up with clients, and alerting the sales team of any issues
Monitor incoming and outgoing transactions within investment accounts.
Process client service requests and client review prep as assigned by sales teams.
Ensure fields in Salesforce are completed as needed
Process incoming deposits
Work in financial planning software to make updates as needed
Requirements:
Strong attention to detail
Ability to handle multiple tasks and complete assigned tasks in a timely matter
Ability to work efficiently with all levels of staff and management
Work full-time (40-50 hours per week)
Ability to work autonomously
Positive attitude
Preferred:
Minimum two years’ experience in operations with a registered investment advisor
Bachelor’s Degree
Benefits:
Medical, Vision, Dental, and Life Insurance
Company matched 401k
Paid vacation, market holidays
Modern Wealth Management is a “modernized” financial advisory firm that utilizes a team approach to provide a full suite of responsive services and offers a strong career path for like-minded next-gen advisors.
We are based in Lenexa, KS, with locations in Lee’s Summit, MO, North Kansas City, Troy, MI, Bingham Farms, MI, and Monterey, CA.
A nationally registered investment advisory (RIA) firm, we pride ourselves on reimagining the delivery of financial advice, designed to anticipate the needs of Americans at every stage in life by providing a full suite of wealth management services carried out by a team of experts specializing in financial planning, tax planning and preparation, personal banking, estate planning and more.
Investment advisory services are offered through Modern Wealth Management, LLC, an SEC Registered Investment Adviser.
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