Financial Client Service Representative

Financial Client Service Representative  

Are you passionate about finance and dedicated to providing exceptional customer service? We seek dynamic individuals to join our growing team as Client Service Representatives. If you thrive in a fast-paced environment, excel at communication, and are genuinely interested in helping clients achieve their financial goals, we want to hear from you!

 

Prosperity Advisors LLC (www.prosperityadvisors.com), founded in 1989, is a financial advisory firm located in Overland Park, KS, with locations in Akron & Toledo, OH, and Carmel, IN. We provide financial planning and asset management services to individuals, small businesses, retirement plans, and nonprofits. We have experienced consistent growth, which we attribute to exceptional people providing exceptional client service.

 

As a Financial Client Service Representative in our Overland Park, KS office, you will be responsible for delivering outstanding client service to existing and new clients. 

 

To succeed, you should have:

• 3+ years working in the financial services industry
• Strong interpersonal skills
• Strong communication skills – the ability to communicate information and ideas in spoken or written form so that others will understand, with excellent grammar and phone/office etiquette
• Ability to organize, prioritize, and manage multiple tasks, responsibilities, and deadlines
• Solid internet research capabilities and strong personal computer skills with proficiency in Microsoft Office Suite

 

Your responsibilities as a Financial Client Service Representative:

• Serve as the dedicated Financial Client Service Representative to designated new and existing clients.
  • Facilitate client service needs in collaboration with Prosperity’s Operations Team to provide administrative support to service client accounts, including but not limited to account funding, cash flow needs, RMD requirements, charitable gifting, and online access.
  • Implement new client procedures for clients new to Prosperity.
  • Implement plans to address client life events in collaboration with advisors and tax and legal professionals. Life events may include death, divorce, marriage, retirement, etc. 
  • Schedule, prepare for, participate in, and follow up on client meetings.
  • Provide tax reporting documents to clients upon request.
• Build relationships with clients that convey a sense of compassion, competence, and thoroughness.
• Adhere to industry and broker-dealer compliance practices and firm procedures.

 

Benefits:

We value our employees’ time and efforts. Our commitment to your success is enhanced by providing competitive compensation of $50 – $67k depending on experience and an extensive benefits package, including: 

• Group Health Insurance
• Long-Term and Short-Term Disability Insurance
• 401k with Employer Matching
• Dental/Vision Insurance

 

Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.

 

 

We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.