Aprio · 5 hours ago
Senior Client Service Project Specialist, Wealth
Overland Park, KS
Full-time
Hybrid
Senior Level
5+ years expAprio is a nationally ranked CPA and advisory firm that is passionate about what's next. The Senior Client Service Project Specialist plays a pivotal role in driving client service excellence and operational efficiency, mentoring client service associates, and ensuring the delivery of exceptional client experiences.
AccountingFinancial Services
Responsibilities
Work with the Direct of Client Service to help lead, mentor, and develop client service associates, promoting a culture of excellence, collaboration, and continuous improvement
Work with the Direct of Client Service to help design and implement client service strategies, workflows, and best practices to enhance the overall client experience
Act as an escalation point for complex client issues, providing timely and effective resolutions while maintaining a high level of client satisfaction
Work with the Direct of Client Service to help ensure all client service activities adhere to industry regulations and firm policies, working closely with compliance teams to mitigate any risks
Develop and maintain strong relationships with clients, advisors, and other team members across the firm
Full awareness of assigned client base — who they are, any special needs they might have, ongoing tasks for each client relationship, etc
Coordinate directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc
Communicate effectively with advisors and internal teams regarding open tasks, client needs, etc., in order to ensure we are meeting clients’ expectations and delivering exceptional service
Regularly interface with clients as an extension of the advisory teams
Serve as the subject matter expert on client account activity. Monitor for issues and escalate accordingly
Liaise with custodians as needed. Maintain good rapport with service teams and escalate issues for resolution in a timely manner
Maintain understanding of investment approach and how it intersects with the client process and experience
Maintain client data in the CRM — ensuring full, accurate data is entered for assigned client base
Updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc
Perform other duties as and when needed
Qualification
Required
Five+ years of directly related industry experience; experience in financial planning and/or the securities industry
Demonstrated leadership and team development skills, with mentorship experience
Proven ability to manage change, drive process improvements, and implement best practices
Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus
Numerical accuracy, exceptional attention to detail and time management
Strong ethics and integrity, with a commitment to maintaining client confidentiality
College Degree (preferred)
Preferred
College Degree (preferred)
Benefits
Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options
Company
Aprio
Aprio is a premier business advisory and certified public accounting firm that advises clients and associates on how to achieve what’s next.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Charlesbank Capital Partners
2024-07-11Private Equity
Leadership Team
Richard Kopelman
Chief Executive Officer
Carolyn O'Boyle
Chief People Officer
Recent News
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