Associate Jobs in Overland Park, KS

Client Relationship Associate

The Client Relationship Associate provides daily customer support and enables the efficient and effective practice management of our Financial Advisor teams. This role works closely with their Advisor(s) to support the delivery of advice, guidance and investment solutions to individuals to build and maintain financial wellbeing. The Associate will support Advisor(s) and customers with basic to comprehensive investment, insurance and financial planning needs.

About This Role :

• Meet regularly with Advisor(s) and manage the daily servicing needs for assigned customer portfolio to support the Advisor(s) in identifying customer needs and delivering solutions.
• Maintain the new customer onboarding service model and standards.
• Anticipate customer needs, recognize opportunities and recommend appropriate Wealth Management support and services to the primary Advisor.
• Properly execute on transactions in a timely manner. Prepare and maintain appropriate documentation ensuring completeness and accuracy. Follow through on the submission of documents to ensure timely and accurate completion.
• Monitor account activity by reviewing and validating daily transactions. Support the documentation of all customer contacts, written and verbal to confirm customer discussions and actions.
• Monitor portfolio of accounts, notify Advisor of outstanding balances and anticipated cash needs.
• Coordinate with Advisor(s) to schedule and facilitate customer reviews, with awareness of the administrative risk associated with account administration.
• Assist Advisor(s) with the financial planning process, including data collection and entry.
• Apply expertise to solve customer issues using sound analytical thinking and identify innovative solutions. Engage internal or external resources when necessary for more complex customer issues.
• Assist Advisor(s) with the planning, coordination and execution of marketing plan and customer touchpoints.
• Exhibit professional behavior and promote positive and collaborative working relationships.
• Understand and comply with bank policy, laws, FINRA regulations, and the bank's BSA / AML Program, as applicable to all job duties.

The Ideal Candidate for This Role :

Compensation :

Compensation range (base pay) : $46,679.00-$77,020.00

Final compensation offer to candidate may vary from posted hiring range based upon work experience, education, and / or skill level.

Work Environment :

It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.

Benefits Overview :

We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs :

Equal Opportunity & Belonging :

FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selvesno matter their role or where they are in their journey.

FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.