Director Of Client Services

Job Description

Job Description

This client-facing administrative role supports the daily operations of a small, 3-person financial advisory firm , serving as the first point of contact for clients while managing scheduling, paperwork, compliance tracking, and office coordination. You’ll work closely with a tenured, experienced owner in a stable, fully in-office environment , helping ensure a seamless client experience and efficient operations. Ideal candidates have 2+ years of administrative experience , strong organization skills, and preferably has been in financial services or wealth management . The firm offers $60K–$70K (up to $75K DOE) plus 16 paid holidays , making this a great long-term opportunity in a tight-knit team.

Job Description

Efficiently manage the client experience and transactions, while ensuring compliance with licensing and regulatory requirements. Oversee general office activities to enhance the operational efficiency of the firm.

Responsibilities

• Open the office each day and prepare for daily operations.
• Greet and assist clients as they arrive, ensuring a welcoming atmosphere.
• Check and manage daily mail and confirm appointments for the next day.
• Maintain and update the client database regularly.
• Schedule quarterly reviews with clients.
• Manage office supplies, ensuring they are well-stocked and ordered as needed.
• Prepare necessary paperwork for upcoming appointments and client requests, such as beneficiary changes.
• Coordinate with the home office for compliance approval of new business.
• Follow up and coordinate with clients regarding their transactions.
• Organize files for the following week's appointments.
• File and/or scan all documents to maintain organized records.
• Maintain central compliance files and update the new business/check blotter.
• Coordinate event details, including invitation lists.
• Handle and appropriately route incoming calls.
• Manage accounts payable by generating checks as needed.
• Coordinate with an accounting firm regarding accounts payable.
• Audit state and securities licensing to ensure compliance.

Essential Skills

• 2+ years of experience in a client facing/servicing administrative role
• Bachelors degree preferred
• Wealth management, financial services, or CPA firm experience highly preferred
• Proficient in administrative support and calendar management.
• Experience with Outlook and client relationship management.
• Has worked in financial services, including check writing and managing payables.
• Skilled in using Excel and other office software.

Additional Skills & Qualifications

• High level of attention to detail.
• Ability to multitask efficiently.
• Discretion and confidentiality in client dealings.
• Capability to make clients feel prioritized and well-cared for.

This is a Contract to Hire position based out of Kansas City, MO.

The pay range for this position is $28.00 - $36.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a fully onsite position in Kansas City,MO.

This position is anticipated to close on Jul 6, 2026.

Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing® Platinum Award winner for both client and talent service.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email View email address on ziprecruiter.com for other accommodation options.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.