Client Service Associate

Bill Good MarketingPrairie Village, KS

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Job Description

If you've spent a decade in financial services and you're at your best when the pace is fast and the clients expect nothing less than exceptional, this one's worth reading.

FCS Family Office, a high-net-worth wealth management firm in the Prairie Village area, is looking for an experienced Client Service Associate to support two Associate Advisors as they grow their books. This isn't a training-from-scratch role. They need someone who walks in knowing how things work and can help build the processes that keep a growing practice running smoothly.

What You'll Be Doing

Day to day, you'll be the operational backbone for two advisors who are active, client-focused, and building fast. Your job is to handle the service and administrative side so they can stay focused on their clients. That includes:

Client follow-up and service tasks
Processing paperwork, account work, and operational requests
Helping develop and document workflows from prospect to client, start to finish
Supporting seminar logistics (not prospecting or lead follow-up; that stays with the advisors)
Handling requests from high-net-worth clients with calm, speed, and professionalism

This office moves fast. When clients call, things happen quickly. You need to be someone who handles urgency well and doesn't rattle easily.

Requirements

What We're Looking For

Must-haves:

Series 7 license (required)
Minimum 10 years of experience in financial services
Proven ability to work in a high-touch client service environment
Process-driven mindset; you don't just execute tasks; you help build systems
High emotional intelligence: this is a family office environment, and the clients expect that level of care and professionalism

Nice to have:

Familiarity with AI tools and willingness to adopt new technology as the firm evolves
Experience in an institutional or high-net-worth setting

Benefits

What You'll Get

Base salary: $70,000–$90,000 depending on experience, plus bonuses
Health insurance: firm pays 80% of your premium; full coverage including dental, vision, and HSA
Life insurance: 1x annual salary
401(k) with employer match

How to Apply

Submit your resume and a brief note on your background. Candidates who meet the initial criteria will be contacted directly.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Client Service Associate Jobs at Bill Good Marketing

What is the work location for this position at Bill Good Marketing?

This job at Bill Good Marketing is located in Prairie Village, KS, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Bill Good Marketing?

Employer has not shared pay details for this role.

What employment applies to this position at Bill Good Marketing?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at Bill Good Marketing?

You can apply for this role at Bill Good Marketing either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.