We’re Hiring


Client Service Associate

We are seeking a motivated Client Service Associate (CSA) to support our growing wealth management firm and to work in a client-focused, team-centered environment assisting the firm’s advisors, clients, and operations/service team. The right candidate must be organized, have outstanding attention to detail, excellent computer proficiency, and very good communication skills.

CSAs are expected to create trust and a connection with clients and anticipate advisors needs to improve efficiency and allow advisors to focus on other areas. The CSA ensures client satisfaction through direct contact with clients, vendors, and other operational employees while adhering to regulatory standards. Hours are from 8am to 5pm CT though the individual’s work hours may differ due to ability to work remote.

Below is a list of some of the primary responsibilities:

  • Provide a high level of proactive and reactive service to address client requests and inquiries
  • Provide administrative support to a team of investment professionals
  • Assist the operations/service team with daily and ongoing tasks
  • Assist clients and advisors with requests, work with service providers, and perform operational duties such as client data gathering, new client onboarding, opening accounts, transfers, disbursements, account maintenance, and ongoing service processes
  • Prepare new client and account paperwork
  • Day-to-day office operational functions and general office support
  • Help maintain organizational systems, files, and records
  • Process emails and other client requests and route client requests accordingly
  • Responsible for the accuracy and timeliness of work
  • Assist with client portal requests and other technology questions
  • Problem-solve to determine the most efficient method of resolution while complying with internal and external rules and regulations
  • Adhere to regulatory standards

Education & Experience Requirements

  • Associates Degree (or equivalent office-related work experience)
  • Service-oriented professional preferably with a customer service background (specific financial services experience is good, but not required)
  • Excellent verbal, written, analytical, and organizational skills
  • High computer proficiency including MS Office (Word, Excel, Outlook)… knowledge of Adobe, CRMs, task management systems, portfolio management systems, e-signature, etc. is a plus
  • Self-starter and team player
  • Multi-tasking, time management skills, and being able to juggle various projects is very important
  • Must have a very strong attention to detail (i.e. a perfectionist type), strong ability to follow a defined process, be organized, meticulous, and be able to learn from mistakes
  • Must have knowledge of or be capable of learning appropriate paperwork and industry/firm procedures
  • Dedicated and willing to work hard without compromising quality
  • Capable of being confidential and adhering to rules and regulations
  • Adaptability and flexibility are required along with the ability to work well under pressure and periodically flex beyond standard hours during busy periods to meet tight deadlines

Picture1 To learn about our Company Culture, click HERE.

Picture6.pngTo learn about our service and commitment to the community, click HERE.


To start your application, click HERE.

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Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this content, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for you or your portfolio. Due to various factors, including changing market conditions, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter (article) serves as the receipt of, or as a substitute for, personalized investment advice from Searcy Financial Services, Inc.

The content of this letter does not constitute a tax or legal opinion. Always consult with a competent professional service provider for advice on tax or legal matters specific to your situation. To the extent that a reader has any questions regarding the applicability of any specific issue discussed in this content, he/she is encouraged to consult with the professional advisor of his/her choosing.  

Published for the blog on August 31, 2022 by Searcy Financial Services, your Overland Park, Kansas Fee-Only Financial Planner and Investment Manager.