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, $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person