Client Services Associate

  • Location
    Lawrence, Kansas
  • Job type
    Direct Hire
  • Salary
  • Category
    Office, Clerical & Administrative - Administrative Assistant

Adecco is currently recruiting for a full-time, direct hire Client Services Associate for a financial planning advisor in Lawrence, KS. The Client Services associate will provide support to the financial advisors.

This is an excellent career opportunity with a growing company in Lawrence, KS! Our client is looking for a candidate that is team oriented, eager to learn and expand their position. This position has clear advancement potential within the company, with training provided by the client. Ideal candidates will want to take an active role in providing top-notch client service and have a positive impact on the company.

This is a salaried position and compensation is based upon experience, but will start at $31,200 per year.

Job Responsibilities:
-Schedule appointments, confirm, prepare documentation and follow up after appointments.
-Maintain client information in database.
-Prepare new business/client accounts and track activity.
-Assist clients with set-up and management of accounts.
-Implement new client on-boarding tasks.
-Serve as back-up for incoming calls and reception duties.
-Send mass mailings/emails.
-Assist with client events.
-Work with team on oversight, training, integration of new office staff, clients and branches.

Job Requirements:
-Associates degree, equivalent college course completion or significant relevant work experience.
-Must be detail oriented and highly organized
-Must be task oriented and able to complete task with minimal supervision
-Previous customer service experience required

Click APPLY NOW to be considered for this full-time, direct hire, Client Services Associate in Lawrence, KS.

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

  • Apply with Adecco

Reference number US_EN_1_115787_11803545