Allen, Gibbs & Houlik, L.C. · 1 day ago
Sr. Client Service Associate
Wichita, KS
Full-time
Onsite
Mid, Senior Level
3+ years expAllen, Gibbs & Houlik, L.C. is a top CPA and advisory firm in the U.S. that provides investment advisory and wealth planning services. The Senior Client Services Associate is responsible for delivering high-level client support, managing administrative projects, and contributing to marketing initiatives while mentoring junior associates.
Accounting
Hiring Manager
Camille Snyder
Responsibilities
Deliver high-quality professional service to firm clientele, with a focus on top-tier clients
Perform account opening and ongoing service functions for high-value client assets
Process and service insurance applications and insurance-based products
Monitor, track, and resolve client service needs, requests, and system notifications
Provide additional support as needed to ensure consistent service delivery across all clients
Schedule and coordinate meetings for top-tier clients, delegating tasks as appropriate
Prepare account reports and supporting materials for client meetings
Manage annual service requirements, including RMDs, QCDs, and other recurring operational tasks
Oversee electronic filing and organization of client and office documentation, providing support as needed to ensure accuracy and compliance
Lead operational and administrative projects as assigned by management (e.g., client surveys, account service initiatives)
Assist in the planning and execution of client and prospective client events
Qualification
Required
3-5 years' experience with broker dealers
Proficiency in Microsoft Word, Excel, and Outlook required
Experience actively using firm CRM systems and related tools
Excellent written and verbal communication skills
Strong task and time management skills
Demonstrated problem-solving abilities
High level of accuracy and attention to detail
Preferred
Bachelor's degree preferred
Benefits
Competitive wages to qualified individuals
Opportunity to grow professionally and personally through diverse work experience and formal training
A challenging variety of work in a continuous learning environment
Career/life integration
Flexible work environment with great opportunity for advancement
Ability to make a difference with clients and influence the AGH culture
Individualized career pathing
Company
Allen, Gibbs & Houlik, L.C.
Allen, Gibbs & Houlik, L.C., one of the largest CPA and advisory firms in the central US, offers an integrated family of services developed to enhance our clients’ profitability and preserve and build their wealth.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase