General information

Client Service Associate
Ref #
Date Published
Tuesday, May 31, 2022
United States
Job Category
Wealth Advisory
Wealth Advisors
BKD WA Central
Advertised Location
Working time
Full Time

Description & Requirements

FORVIS is seeking a full-time Client Service Associate (CSA) to fill a key role to its wealth management team in our Springfield, MO office. FORVIS Wealth Advisors offers wealth management services for affluent families as well as investment consulting and compliance services for institutional clients. We deliver independent, professional expertise that puts our clients’ interests first. The qualified candidate for this position must be detail-oriented and possess an Integrity First and a positive team-player attitude. 



How you will contribute: 


  • Supporting the Wealth Advisor team in providing an integrated suite of services to affluent families 
  • Developing and maintaining in-depth expertise in multiple industry software systems including Client Relationship Management and Investment Portfolio software 
  • Preparing internal and custodian paperwork for clients 
  • Maintaining up-to-date client records in systems 
  • Working with the team to ensure timely delivery of items to clients 
  • Coordinating and working on multiple, concurrent client projects and completing assignments with minimal supervision  
  • Organizing information for quarterly tax payments 
  • Ensuring that tasks are on track and expectations are completed on time 



We are looking for people who have Forward Vision and: 


  • High detail, fast-paced and exceptional time management skills 
  • Outstanding verbal and written communication skills; must have excellent phone presence 
  • Attentive to detail and ability to multitask and prioritize; able to effectively resolve issues and conflicts independently 
  • Must be highly organized, proactive, energetic, and enthusiastic with a heart for service 
  • Technical/analytical focus 
  • Ability to work within defined policies and procedures 
  • Collaborative learning style with the ability to work independently on projects 
  • Passion for serving clients 



Preferred Qualifications: 


  • Bachelor’s degree in Finance or General Business 
  • 2 years minimum experience in a related field 
  • Experience working in financial services, wealth management, or financial planning 
  • Prior experience serving affluent families is a plus