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Client Service Associate

Company: The Retirement Planning Group
Location: Park
Posted on: January 16, 2022

Job Description:

The Retirement Planning Group is an SEC registered investment advisory firm helping clients nationwide with offices in Leawood, KS, St. Louis, MO, Springfield, MO and Brunswick, OH. With over 1,300 households and over $1.3 billion* in assets under management, we are one of the fastest growing companies in the Kansas City area. This growth can be attributed to our focus on being the easiest firm to work with on planet Earth and our goal to help clients create the financial well-being and confidence to live their best life. We do this by standing side-by-side our clients and navigating the financial decisions they face throughout their lives, by providing comprehensive financial planning and tax services along with client education and guidance on Medicare, Social Security, long-term care insurance, travel and more. _*As of 06/24/2021_ Overview: We are looking for a Client Service Associate for our Leawood, KS office. This position is primarily focused on providing superior service within our Client Service team and support to our Client Relationship Managers, along with managing various administrative tasks and assistance with company initiatives. Responsibilities: * Treat every internal support touchpoint as an opportunity to exceed expectations * Assist Client Relationship Managers with form preparation and action items that follow * Monitor client onboarding paperwork process and account maintenance activity * Miscellaneous administrative and general office duties as needed Requirements * 1 year financial service industry experience preferred * A desire to help and give our clients a memorable client experience * A positive attitude and willingness to collaborate as a team * Proficiency using technology; must be able to quickly learn and effectively use various technology solutions * Extraordinary attention to detail * Analytical, problem solving and organizational skills * The ability to multi-task; completing several different tasks accurately and in a timely manner Benefits * 401k match, health/life/disability insurance * Paid time off * bonus potential * Complimentary tax preparation

Keywords: The Retirement Planning Group, Wichita , Client Service Associate, Other , Park, Kansas

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