Client Services Associate

  • Location
    Lawrence, Kansas
  • Job type
    Direct Hire
  • Salary
    $ 32000 - $ 45000 / Year
  • Category
    Accounting & Finance - Bank Operations

Adecco is currently assisting our Financial Services client in their search for a new team member to embrace the role of a Client Services Associate. This position is open now for the right candidate!

Make a great career move to a highly successful company founded over 20 years ago, and enjoy continuous growth through their mission, service delivery and community involvement.

Passion for the mission of helping their clients achieve important financial objectives through long term financial planning is essential for success in this client services role.

Working with a trusted and knowledgeable team you will have the opportunity to be part of the dynamic commitment to positively impact the customers you serve, and be part of the company's commitment to our community.

This position contributes daily to the success of the company by working with a team of professionals to develop and maintain excellent business relationships.

The Client Services Associate provides support to the financial advisors including:

o Working with and managing highly confidential client information
o Scheduling, confirming and preparing for client meetings
o Following up regarding details of meetings with clients
o Preparing documents for new business/account service forms
o Opening client accounts and tracking completion of activities
o Assisting with marketing and email activities to clients and prospects
o Maintaining ongoing relationships, providing support and problem resolution for clients
o Assisting with client events and community volunteer activities
o Additional office team support will include strong attention to detail required to meet client requests

Highly competitive benefits include:

o Paid holidays coinciding with the New York Stock Exchange - New Year's Day, Martin Luther King Day,
President's Day, Good Friday, Memorial Day, Independence Day, Labor Day, Thanksgiving Day and Christmas Day
o Other company paid holidays are determined annually
o Wellness Days
o Simple IRA Retirement Plan
o Health & Dental Insurance - company paid for employee
o Short-Term & Long-Term Disability Insurance - company paid
o Advancement potential through education and career training related to your position and company goals

This salaried exempt position is $32,000-$45,000 depending on previous work or related industry experience.

To be considered for this great position click on APPLY NOW and attach a current resume detailing your work experience.

For more information call our Adecco office at 785-842-1515 and talk with Shirley Martin-Smith.

Equal Opportunity Employer Minorities/Women/Veterans/Disabled

  • Apply with Adecco

Reference number US_EN_1_115787_11913801