Associate, Client Relations Specialist

Quick Facts

• Role: Associate, Client Relations Specialist

• Locations: Kansas City, MO; Denver, CO; Boston, MA (Hybrid)

Description

Support specialized client requests and handle escalated operational processing for complex financial transactions. Verify and process transactions in line with established procedures and regulations, while acting as a primary point of contact for client inquiries and collaborating with internal teams on special projects.

Responsibilities

• Understand, process, and verify complex transactions while ensuring compliance with established procedures and regulations.

• Act as a primary point of contact for client inquiries, providing comprehensive and professional support.

• Collaborate with internal teams.

• Participate in special projects and initiatives as assigned by management.

• Mentor and provide guidance to junior team members.

Requirements

• 1–2 years of experience in financial services or a related industry.

• Strong understanding of investment products and financial instruments.

• Proficiency in Microsoft Office.

• Excellent analytical, problem-solving, and organizational skills.

• Exceptional written and verbal communication skills to articulate complex financial information clearly.

• Ability to work independently and as part of a team, managing multiple priorities and meeting deadlines.

• Demonstrated ability to maintain confidentiality and handle sensitive information with discretion.

• Proactive and detail-oriented with a strong commitment to accuracy and quality.

• Ability to work 8:30–5:30 CT; some overtime may be required.

• Willingness to work on-site in one of the listed locations at least 6 days per month.

Benefits

• Medical, dental, and vision coverage.

• 401(k) plan with company match.

• Paid time off, holidays, and parental leave.

• Professional development reimbursement opportunity.

• Potential eligibility for annual equity awards (e.g., restricted stock units or stock options) based on performance and business discretion.

• Base pay varies based on skills, prior experience, education, demonstrated performance, and geographic location; hourly ranges provided for Colorado and Massachusetts.