Client Service Associate

About the role

FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is seeking an experienced Client Service Associate to support two Associate Advisors.

Responsibilities

• 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
• Seminar logistics (handling requests from high-net-worth clients with calm, speed, and professionalism)

Requirements

• 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

Benefits

• Base salary: $70,000–$90,000 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

Candidates who meet the initial criteria will be contacted directly.