Client Service Associate

Position Summary

At Prairie Capital, we help clients achieve their financial goals through exceptional service and operational support. We value curiosity, continuous improvement, and professional growth. Ideal candidates will demonstrate strong communication skills, a commitment to client satisfaction, and the ability to manage multiple tasks efficiently.

Primary Responsibilities

• Serve as the primary point of contact for client inquiries via phone, email, video conferencing, and in-person meetings.
• Aid clients with account-related questions, documentation, and service requests.
• Proactively address client needs and enhance satisfaction.
• Monitor and resolve time-sensitive requests such as trade instructions and custodian alerts.
• Process transactions accurately and ensure compliance with firm policies and regulations.
• Collaborate with relationship managers to execute client service tasks promptly.
• Prepare for client meetings, organize materials, and reports.
• Coordinate account openings, transfers, and money movements with custodians and internal teams.
• Prepare and follow up on paperwork for investment transfers, rollovers, and insurance applications.
• Ensure timely resolution of client issues and escalate complex matters when necessary.
• Maintain and update client records in CRM systems.
• Uphold confidentiality and professionalism in all client interactions.
• Obtain Series 65 license within the first 12 months of employment.

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred.
• 2+ years in financial services or client service roles preferred; experience in wealth management or advisory firms is a plus.
• Strong verbal and written communication skills.
• Proficiency in Microsoft Office Suite and CRM systems.
• Ability to prioritize tasks and work under pressure.
• Knowledge of financial products and services (Series 65 or insurance license is a plus).
• Comfortable with remote collaboration tools (Zoom, Teams, etc.).

Pay & Benefits

Base pay may vary based on experience, subject matter expertise, and location. Additional rewards include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k). Further education and/or industry designations may be supported.

About Prairie Capital

This is a hybrid position - 3 days in office / 2 remote.

About Focus Financial Partners

Focus is a leading financial services firm offering integrated wealth management, family office, and business management services. We provide personalized solutions tailored to individual needs. Learn more at www.focusfinancialpartners.com.

Equal Opportunity Employer

Focus is an equal opportunity employer and considers support for further education and/or industry designations. We comply with various state and federal laws regarding discrimination and accommodations.

Contact Information

To apply for this job, please visit www.focusfinancialpartners.com/careers.