Service Advisor-Kansas City

Job Description

Job Description

Associate Service Advisor- Mission Woods, MS

We are seeking an enthusiastic associate to join our clients financial services team. In this client-facing role, you will serve as an Associate Service Advisor , supporting advisors, communicating directly with clients, and ensuring every client receives an exceptional, transparent, and seamless experience

Key Responsibilities

• Serve as a primary point of contact for clients: answering questions, providing updates, and delivering an outstanding service experience.
• Support financial advisors with client meeting preparation, follow-up tasks, and account servicing needs.
• Process and track client requests, including paperwork, transfers, and account changes with accuracy and efficiency.
• Maintain updated client records in CRM and internal systems.
• Communicate proactively with clients to ensure they feel informed and confident in the planning process.
• Collaborate with internal team members to resolve issues and improve processes.
• Participate in ongoing training and development to expand your industry knowledge.

What You Bring

• A strong desire to learn and grow within the financial services industry.
• Excellent written & verbal communication skills.
• High attention to detail and the ability to stay organized in a dynamic environment.
• A client-first mindset with genuine care for helping people achieve financial clarity.
• The ability to handle confidential information with professionalism.
• A proactive approach to problem-solving and follow-through.
• 1+ years of experience in financial services
• FINRA registered: 7/66 is a plus

Our Core Values

Growth Mindset:
You embrace learning, welcome feedback, and stay curious. You understand that skills are built over time—with persistence, humility, and consistent effort.

Transparency:
You communicate openly and honestly with clients and teammates. You believe clarity builds trust—and you’re committed to keeping people informed every step of the way.

Humility:
You’re confident yet grounded. You show respect, ask questions, and are willing to say “I don’t know yet, but I’ll find out.” You’re motivated by team success, not ego.

Why Join Us?

• Hands-on mentorship from experienced financial professionals
• Clear pathways for career growth in client service, operations, or advising
• A supportive, team-oriented environment that celebrates learning and progress
• Opportunities to contribute meaningfully to clients' financial wellbeing
• Professional development, continuing education, and industry training