Client Service Specialist (Kansas City)
The Client Service Specialist (CSS) plays a crucial role in the life cycle of Frontier clients, as they provide vital support to our client relationships. CSSs must familiarize themselves with each client, which will help validate to the client that they are a part of a boutique firm — a firm that truly knows them and is invested in their future. Frontier’s CSSs must strive to possess a proactive, problem-solving, and attention-to-detail work ethic, all while being committed to a positive client experience.
Frontier believes in not only striving to serve our external clients, but also our internal clients: our fellow team members. Frontier’s vision is to continuously allow Advisors ample time for prospecting, bringing in new business, and deepening existing relationships. To accomplish this, it is imperative that we have a team of qualified individuals who perform their dedicated roles, while working collaboratively.
A CSS will support a team of Advisors and will be responsible for holding each Advisor accountable and keeping them on track for client tasks, meetings, any required follow-up, emails, and phone calls, etc., as well as working closely with our Bench of Specialists.
The CSS is an integral part of on-boarding clients, streamlining processes and continued client service.
Effectively manage and track all prospective client interaction.
Ensure the transition and conversion from prospect to client goes smoothly.
Maintain structure throughout each Advisor’s book of business.
Follow internal systems, which will ensure client interaction is indistinguishable regardless of the Advisor.
Work within a team to design and implement Frontier’s workflows.
Handle day-to-day tasks for all client relationships.
Schedule, coordinate, and attend all in-person and phone meetings (as Advisor requests).
Minimum 5 years’ experience in financial services industry
Professional demeanor and appearance
Strong attention to detail and accuracy
Ability to develop rapport with clients
Strong organizational and time management skills, with the ability to multi-task and prioritize duties
Excellent communication skills
Team player willing to work in a collaborative setting
Series 65 licensed
Charles Schwab experience
Tamarac/Microsoft Dynamics experience
Alternative investment paperwork and processing
- Full-time salaried position, with opportunity to earn annual bonus
- Medical, vision, dental and life insurance
- Unlimited paid time off and company 401(k) plan offered
- Collaborative office environment