Previous Job
Client Services Specialist
Ref No.: 18-17473
Location: Overland Park, Kansas
Central part of our support operations team which services over 100 stores within CLIENT network. CAS Representatives work at our Overland Park, KS office in and act as the primary contact to Investment Advisors at our advisor centers nationwide, providing excellent customer service related to new account set-up, billing, reporting and the generation of quarterly client statements. If you are service oriented, like a dynamic growth environment, enjoy being part of a team, and pride yourself on being a valued partner to those you work with, this may be just the opportunity you are looking for.

Essential Functions:
· Post and reconcile transactions daily using Portfolio CenterTM
· Run daily sync using Tamarac Advisor View and troubleshoot issues that arise
· Run adhoc reports via Advisor View for Advisors, Client Service Managers (CSMs), and all internal/external customers as requested
· Set up Accounts/Groups daily Monitor CRM for workflow items that need attention
· Generate quarterly and final fee billing
· Generate quarterly statements
· Ability to work with multiple custodians (Schwab, Client and Client) in order to troubleshoot issues that arise Volunteer and represent CAS on projects and committees as necessary to represent the CAS department
· Take on additional projects and assignments as needed to ensure all tasks on CAS are handled Provide support to other departments as workflow permits

Position Requirements:
· Excellent organizational skills and close attention to detail are required
· Must have a strong desire to be part of an effective team working together to help our Investment Advisors and Client Service Managers reach their objectives
· Must be able to perform multiple functions simultaneously and prioritize effectively to ensure all deadlines are met.
· Ability to work well independently and within a team environment with minimal supervision
· A positive attitude, willingness to succeed and support of company initiatives is a must
· Professional work ethic and willingness to get the job done; working additional hours as needed during peak workflow situations
· Ability to present information in a clear, concise, professional and constructive manner for ease of understanding.
· Must be flexible, adaptable and open to change Must have ability to quickly adapt and learn new technology and processes
· Must remain calm under pressure, be a good listener and be able to make good business decisions considering impact to end-client, Advisor, etc.
· Must accept responsibility and be accountable for his/her actions and behaviors
· Proficiency with numbers, recordkeeping and reconciliations
· Knowledge of Portfolio Center, Advisor View, CRM, and Excel preferred