Aprio

Senior Client Service Project Specialist, Wealth

Aprio

full-time

Posted on:

Location Type: Hybrid

Location: Overland Park • Kansas • United States

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Job Level

Senior

About the role

  • Work with the Direct of Client Service to help lead, mentor, and develop client service associates, promoting a culture of excellence, collaboration, and continuous improvement.
  • Work with the Direct of Client Service to help design and implement client service strategies, workflows, and best practices to enhance the overall client experience.
  • Act as an escalation point for complex client issues, providing timely and effective resolutions while maintaining a high level of client satisfaction.
  • Work with the Direct of Client Service to help ensure all client service activities adhere to industry regulations and firm policies, working closely with compliance teams to mitigate any risks.
  • Develop and maintain strong relationships with clients, advisors, and other team members across the firm.
  • Full awareness of assigned client base — who they are, any special needs they might have, ongoing tasks for each client relationship, etc.
  • Coordinate directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
  • Communicate effectively with advisors and internal teams regarding open tasks, client needs, etc., in order to ensure we are meeting clients’ expectations and delivering exceptional service.
  • Regularly interface with clients as an extension of the advisory teams.
  • Serve as the subject matter expert on client account activity. Monitor for issues and escalate accordingly.
  • Liaise with custodians as needed. Maintain good rapport with service teams and escalate issues for resolution in a timely manner.
  • Maintain understanding of investment approach and how it intersects with the client process and experience.
  • Maintain client data in the CRM — ensuring full, accurate data is entered for assigned client base.
  • Updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
  • Perform other duties as and when needed.

Requirements

  • Five+ years of directly related industry experience; experience in financial planning and/or the securities industry.
  • Demonstrated leadership and team development skills, with mentorship experience.
  • Proven ability to manage change, drive process improvements, and implement best practices.
  • Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
  • Numerical accuracy, exceptional attention to detail and time management.
  • Strong ethics and integrity, with a commitment to maintaining client confidentiality.
  • College Degree (preferred).
Benefits
  • Medical, Dental, and Vision Insurance on the first day of employment
  • Flexible Spending Account and Dependent Care Account
  • 401k with Profit Sharing
  • 9+ holidays and discretionary time off structure
  • Parental Leave – coverage for both primary and secondary caregivers
  • Tuition Assistance Program and CPA support program with cash incentive upon completion
  • Discretionary incentive compensation based on firm, group and individual performance
  • Incentive compensation related to origination of new client sales
  • Top rated wellness program
  • Flexible working environment including remote and hybrid options
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planningsecurities industryprocess improvementsclient service strategiesclient account activitynumerical accuracyattention to detailtime management
Soft Skills
leadershipteam developmentmentorshipchange managementclient confidentialitycommunicationcollaborationproblem-solving