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Client Service Representative
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$50 - $67,000
- Description & Requirements Client Service Representative – Finance Are you passionate about finance and dedicated to providing exceptional customer service?
- Prosperity Advisors LLC (), founded in 1989, is a financial advisory firm located in Overland Park, KS, with locations in Akron & Toledo, OH, and Carmel, IN. We provide financial planning and asset management services to individuals, small businesses, retirement plans, and nonprofits.
- As a Client Service Representative in our Overland Park, KS office, you will be responsible for delivering outstanding client service to existing and new clients.
- Facilitate client service needs in collaboration with Prosperity’s Operations Team to provide administrative support to service client accounts, including but not limited to account funding, cash flow needs, RMD requirements, charitable gifting, and online access.
- Implement plans to address client life events in collaboration with advisors and tax and legal professionals.
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