What are the responsibilities and job description for the Client Service Associate position at Bill Good Marketing?
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.
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
What You'll Get
- Base salary: $70,000–$80,000 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.
Salary : $70 - $80