Client Service Associate

Sterneck Capital Management, LLC Kansas City, MO

About the Job

* Responsible for handling routine client servicing support (phones/emails) with optimal customer service while operating within ethical and compliance guidelines

* Perform new client onboarding duties including accurate form and report completion, adhering to strict confidentiality policy while maintaining attention to detail and quality.

* Responsible for administrative duties including document creation, dissemination, filing and scheduling.

* Navigate data integrity within Client Relationship Management Tool

*Develop and maintain positive relationships with external clients and internal team members