Overview
Client Services Associate Jobs in Kansas City, MO at Reliant Financial Services
Title: Client Services Associate
Company: Reliant Financial Services
Location: Kansas City, MO
Client Service Associate
Reliant Financial Services
About the Role
Reliant Financial Services is seeking a detail-oriented and client-focused Client Service Associate to support a team of three financial planners. This role is central to ensuring our clients receive timely, accurate, and high-quality service. The ideal candidate is organized, personable, and comfortable managing multiple priorities in a fast-paced financial services environment.
Key Resp
o
nsibilities
Serve as a primary point of contact for client inquiries, providing prompt and professional service
Process and manage client paperwork, including account opening, transfers, withdrawals, and beneficiary updates
Prepare, review, and organize documents for client meetings and financial plan deliverables
Maintain accurate client records and data within CRM and planning software
Coordinate scheduling for client meetings, reviews, and follow-ups across three advisors
Track and follow up on outstanding paperwork, signatures, and compliance requirements
Assist with onboarding new clients, including gathering required documentation
Support advisors with day-to-day administrative needs, correspondence, and file management
Ensure all client interactions and documentation comply with firm and regulatory standards
Qualifications:
1–3+ years of experience in an administrative, client service, or financial services support role (industry experience strongly preferred)
Strong organizational skills with high attention to detail
Excellent written and verbal communication skills
Proficiency with Microsoft Office (Outlook, Word, Excel); CRM and financial planning software experience a plus
Ability to manage multiple tasks and deadlines while supporting several advisors simultaneously
Professional demeanor and discretion when handling sensitive client information
High school diploma required; associate's or bachelor's degree preferred
Preferred (Not Required)
Notary Public certification
Familiarity with custodial platforms (e.g., Schwab, Fidelity, Pershing)
What We
O
ffer
- $50,000 starting salary
- Three weeks paid time off
- 401(k)
- Supportive team environment with opportunity for growth
- Full-Time – 9am-4pm
- Fridays work from home
- Flexible schedule that prioritizes time with family
Benefits:
- 401(k)
- Paid time off
- Work from home
Education:
Bachelor's (Preferred)
Work Location: Kansas City, MO 64102
