Client Service Associate

<p><strong>Position Summary</strong></p> <p>At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving their long-term goals. Our culture is rooted in respect, collaboration, and accountability, with a strong emphasis on curiosity and continuous improvement. Team members are encouraged to take initiative, grow professionally, and contribute meaningfully to both client outcomes and firm success.</p> <p>We are seeking a detail-oriented and client-focused <strong>Client Service Associate </strong>to join our financial advisory team. This role is at the forefront of client interaction, ensuring exceptional service and operational support for our advisors and clients. The ideal candidate will have strong communication skills, a passion for helping clients achieve their financial goals, and the ability to manage multiple priorities in a fast-paced environment. In addition, we are seeking candidates that understand the importance of responding to client queries in a timely manner and can manage priorities in a fast-paced environment. Exceptional organizational skills and the proficiency to transition seamlessly between tasks are a must.</p> <p>This position offers flexibility with remote work options, allowing you to work from home while maintaining strong virtual client engagement.<br><br></p> <p><strong>Primary Responsibilities</strong></p> <ul> <li>Serve as the primary point of contact for client inquiries via phone, email, video conferencing, and in-person meetings.</li> <li>Assist clients with account-related questions, documentation, and service requests.</li> <li>Proactively anticipate client needs and provide solutions to enhance satisfaction.</li> <li>Monitor and resolve time-sensitive requests such as trade instructions and custodian alerts.</li> <li>Process transactions accurately and ensure compliance with firm policies and regulatory requirements.</li> <li>Coordinate account openings, transfers, and money movements with custodians and internal teams.</li> <li>Prepare for client meetings, including organizing materials and reports.</li> <li>Collaborate with relationship managers to execute client service tasks promptly.</li> <li>Prepare and follow up on paperwork for investment transfers, rollovers, and insurance applications.</li> <li>Ensure timely resolution of client issues and escalate complex matters when necessary.</li> <li>Maintain and update client records in CRM systems.</li> <li>Uphold confidentiality and professionalism in all client interactions.</li> <li>Obtain Series 65 license within the first 12 months of employment.</li> </ul> <p><strong><br>Qualifications</strong></p> <ul> <li>Bachelor’s degree in Finance, Business, or related field preferred.</li> <li>2+ years in financial services or client service roles preferred; experience in wealth management or advisory firms is a plus.</li> <li>Strong verbal and written communication skills.</li> <li>Proficiency in Microsoft Office Suite and CRM systems.</li> <li>Ability to prioritize tasks and work under pressure.</li> <li>Knowledge of financial products and services (Series 65 or insurance license is a plus).</li> <li>Comfortable with remote collaboration tools (Zoom, Teams, etc.).</li> </ul> <p><br>Base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.</p> <p>The firm will also consider support for further education and/or industry designations. Our culture rewards personal growth opportunities from strong performance.</p> <p>#LI-JS1<br><br>Prairie Capital is part of the Focus Financial Partners’ network firm community. As part of the partnership, Prairie Capital remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.</p><div class="content-conclusion"><p><span style="font-size: 12pt;"><strong>About Focus Financial Partners</strong></span></p> <p><span style="font-size: 12pt;">Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a>&nbsp;or follow the company on&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>.</span></p> <p><span style="font-size: 12pt;">Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.&nbsp;</span></p> <p><span style="font-size: 12pt;">Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="mailto:careers@focuspartners.com">careers@focuspartners.com</a>.</span></p> <p><span style="font-size: 8pt;"><strong><em>The following language is for US based roles only</em></strong></span></p> <p><span style="font-size: 8pt;"><strong>For California Applicants:&nbsp;</strong><span data-teams="true">Information on your California privacy rights can be found</span><strong><span data-teams="true"> <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a></span></strong></span></p> <p><span style="font-size: 8pt;"><strong>For Indiana Applicants: </strong>It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.</span></p> <p><span style="font-size: 8pt;"><strong>For Maryland Applicants: </strong>I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.&nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Massachusetts Applicants:</strong> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.&nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Montana Applicants: </strong>If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.<strong> </strong></span></p> <p><span style="font-size: 8pt;"><strong>For Rhode Island Applicants:</strong> Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.&nbsp; The Company complies fully with the Americans with Disabilities Act.</span></p></div>