Client Service Coordinator

Job Summary

Chief of Staff KC is seeking a dedicated and proactive Client Service Coordinator for a client of ours within the Overland Park area.

Responsibilities

- Serve as the main liaison between clients and internal teams, ensuring effective communication and understanding of client needs

- Be able to navigate portfolio management system

- Coordinate projects from beginning to end

- Utilize tracking client interactions, managing accounts, and reporting on key metrics

- Provide exceptional customer service by addressing inquiries, resolving issues, and maintaining a positive client experience

- Analyze market trends to provide insights that can enhance service offerings and improve client satisfaction

- Prepare memos and reports

Requirements

- Prior experience or knowledge of wealth management systems

- Prior experience or knowledge of financial systems

- RIA [Registered Investment Advisor] experience would be great but not required

- Ability to be self-driven, self-motivated, and autonomous

- Has great time management skills & ability to multitask

- Excellent organizational skills

- Administrative and clerical tasks as assigned

- Has a friendly personality, and is able to build rapport with clients

- Excellent communication skills, both verbal and written, with a knack for building relationships

- Ability to work in high-pressure situations, but receive high rewards

- A proactive approach to problem-solving with strong organizational skills

- A passion for delivering exceptional client experiences and driving customer success

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

- 401(k)

- Dental insurance

- Health insurance

- Paid time off

- Vision insurance

Work Location: In person