Client Service Associate

If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading.

FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their books. This isn't a training-from-scratch role. They need someone who walks in knowing how things work and can help build the processes that keep a growing practice running smoothly.

What You'll Be Doing

• Day to day, you'll be the operational backbone for two advisors who are active, client-focused, and building fast. Your job is to handle the service and administrative side so they can stay focused on their clients. That includes:
• 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
• Supporting seminar logistics (not prospecting or lead follow-up; that stays with the advisors)
• Handling requests from high-net-worth clients with calm, speed, and professionalism
• This office moves fast. When clients call, things happen quickly. You need to be someone who handles urgency well and doesn't rattle easily.

Requirements

What We're Looking For

• Must-haves: 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
• Nice to have: Familiarity with AI tools and willingness to adopt new technology as the firm evolves
• Experience in an institutional or high-net-worth setting