Job Details

Client Review Specialist

Position Description

Retirement Solutions Group in Overland Park, KS is searching for a self-motivated and detailed Client Review Specialist to add to their dynamic team! The Client Review Specialist is responsible for the behind-the-scenes coordination that ensures client review meetings are prepared, scheduled, and documented with accuracy. This position focuses on administrative and operational support for financial advisors, including pulling reports from the CRM, maintaining service schedules, and tracking follow-up tasks. They will provide non-advice-related support to clients, including organizing client meetings, collecting client data, responding to administrative client queries and preparing client letters and standard reports. By managing the preparation and workflow for client reviews, the Client Review Specialist helps the firm deliver a consistent and efficient client experience.

Our Vision

"To be the LAST financial advisor for our client families and be the BEST-IN-CLASS employer for our team members."

Our Mission

"To advise, inspire, empower, and co-create an exceptional life for our clients, our team members, and their families; now and for the future."

Required Education and Experience:

• 2+ years of administrative or back office experience in financial services
• Bachelor's degree or commensurate financial services experience
• Microsoft Office Proficient
• Familiarity with financial planning and/or investment terminology
• Outstanding Critical Thinking and Problem-Solving Skills
• Outstanding Client Service Skill
• Life, Health & Accident Insurance licensed in Kansas and Missouri

Core Competencies:

• Strong attention to detail and excellent organizational skills required.
• Must be self-motivated and able to prioritize tasks and follow-through.
• Must have the ability to multi-task in a fast paced and deadline driven environment.
• Must always be able to maintain professionalism and a positive service attitude.
• Communication proficiency
• Business acumen
• Ethical conduct
• Personal credibility
• Strategic thinking/problem solving skills with ability to work with minimal supervision
• High level of organization
• Technical proficiency

Essential Functions:

• Review meeting planning and coordination across multiple offices.
• Pull client review reports, performance summaries, create statement of accounts, and assemble account data from the CRM and other systems.
• Prepare organized meeting documents for advisor use, ensuring all information is current and compliant.
• Maintain and update the firm's client review schedule to ensure timely meetings throughout the year.
• Schedule reviews with clients according to service calendars and advisor availability.
• Record meeting outcomes, action items, and next steps in the CRM.
• Generate follow-up task lists for advisors and operations staff.
• Track completion of post-meeting deliverables to ensure nothing falls through the cracks.
• Data & Compliance Management
• Keep CRM records accurate and up to date with client contact information, account details, and review notes.
• Client, Advisor & Team Support
• Provide timely updates to advisors on scheduling status, outstanding reports, and pending action items.
• Collaborate with operations staff to streamline review preparation processes.
• Performs general clerical duties to include but not limited to: copying, scanning, filing, faxing, mail processing and distribution
• Creates and modifies various documents using Microsoft Suite and other necessary programs
• Performs all other assigned duties

Salary:

• $48,000 - $55,000 based on experience

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Company incentive trip
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Hours:

• Monday-Friday 8am-5pm or 9am-6pm
• In office

Presented by Advisor Employee Services Thank you for your interest in the Client Review Specialist role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together we have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Pay Range: $48,000 - $55,000 per year