Senior Client Service Project Specialist, Wealth

Aprio • Overland Park, KS

1d • Hybrid

About The Position

The Senior Client Service Project Specialist at Aprio plays a pivotal role in driving client service excellence and operational efficiency. This position is responsible for mentoring and developing client service associates, fostering a collaborative and high-performing team environment, and ensuring the delivery of exceptional client experiences. The Team Lead partners with the Director of Client Service to design and implement service strategies, resolve complex client issues, and uphold regulatory and firm standards. By acting as a subject matter expert and escalation point, the CSA Team Lead ensures that all client service activities are executed with precision, integrity, and a commitment to continuous improvement.

Requirements

• 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).
• Strong problem-solving abilities, especially in high-pressure or complex client situations.
• Strong client service orientation and professional demeanor.
• Ability to identify, prioritize, and lead projects that enhance operational efficiency and elevate the client experience.
• Knowledge of regulatory requirements, industry best practices, and technology solutions.
• Resourceful, curious and able to think outside the box.

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level