Wealth Management Admin & Client Services Specialist
FCI Advisors
A financial services firm located in Overland Park is seeking an Administrative Services Specialist - Wealth Management to support client-facing portfolio managers. The role involves leading client account processes, ensuring effective communication, and assisting with various operational requests. Candidates should have a Bachelor's degree in finance or related fields, proficiency in computer applications, and strong communication skills. An outstanding benefits package is offered including medical and dental insurance. #J-18808-Ljbffr FCI Advisors
$69.92k - $109.46k
...Private Wealth Management Client Service Associate Type of Role: Individual contributor, experienced Area of Responsibility and Purview: Deliver client service to Private Wealth Management clients Role Specific Job Duties: Primarily focused on servicing high...SuggestedWork at officeLocal areaFlexible hours- ...Client Specialist As a Client Specialist at Baird, you'll play a pivotal... ...outstanding client service and operational support to one... ...experiencecoordinating onboarding, managing communications, supporting... ...success of Baird's Private Wealth Management business, where true...SuggestedWork experience placementWork at office
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