Client Services Specialist

Title: Client Services Specialist

Location: Leawood, KS

About FAS Wealth Partners, Inc. (FAS):

FAS Wealth Partners, Inc. (FAS) specializes in financial planning and tailored investment solutions within a personalized, concierge experience. From our more than 40 years of experience serving high-net-worth and high-net-happiness individuals across the U.S., our advisors and CERTIFIED FINANCIAL PLANNER™ practitioners (CFP®) provide Expertise & Objectivity® in independent recommendations and fiduciary services that put you first. At FAS, we’re invested in you, with you. Learn more at www.faswealthpartners.com.

Job Summary:

The Client Services Specialist assists advisors with onboarding and maintaining client accounts. They assist in processing paperwork, updating accounts, and performing the cashiering functions through multiple custodians. This role also maintains operational relationships with custodians working with FAS Wealth Partners, Inc.

Job Duties:

• Accurately prepares, processes and tracks paperwork for new and existing clients
• Processes financial transactions for clients (wires, journals, checks, etc.)
• Manages client data and service requests within the Customer Relationship Management (CRM) system
• Act as liaison between firm, clients, and custodians Assist new and existing clients with questions, as needed
• Maintain necessary documentation to comply regulatory requirements
• Successfully prioritize and manage multiple tasks with competing priorities
• Other duties as assigned

Qualifications:

• Bachelor’s degree
• Minimum 5 to 7 years Operations experience (preferably financial services industry)

Skills and Knowledge:

• Strong PC proficiency with MS Office Suite (Excel, Word, PowerPoint), CRM, and Docusign
• Strong organizational and time management skills, with the ability to multi-task and prioritize
• Able to work in a team environment
• Strong Interpersonal skills
• Strong attention to detail