About this role
Client Service Associate at Network Firms. Location: Kansas City, Missouri, United States. Role: serving clients, processing transactions, coordinating transfers Requirements: Provide client relationship and operational support for advisors; obtain Series 65 within 12 months; bachelor\u0002s degree preferred; 2+ years financial services or client service experience preferred; proficiency with Microsoft Office, CRM, and virtual collaboration tools. Category: Finance and Accounting Seniority: Entry Level Tools: Microsoft Office Suite, CRM systems, Zoom, Teams Certifications: series 65 Commitment: Full Time Workplace: Hybrid Languages: English