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BKD, LLP Client Service Associate in Springfield, Missouri

BKD Wealth Advisors is seeking a full-time Client Service Associate (CSA) to fill a key role in its wealth management team in our Springfield, MO office. BKD Wealth Advisors is a dynamic, team-oriented wealth management firm, focused on providing Unmatched Client Service to affluent families.

BKD 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 positive team player attitude.

What You Will Do:

  • Support Family Office Team in providing an integrated suite of services to multiple affluent families

  • Develop and maintain in-depth expertise of multiple industry software systems including Client Relationship Management and Investment Portfolio software

  • Prepare Internal and Custodian Paperwork for clients

  • Perform income projections and basic accounting

  • Maintain up-to-date client records in systems

  • Work with team to ensure timely delivery of items to clients

  • Coordinate and work on multiple, concurrent client projects and complete assignments with minimal supervision

  • Organize information for quarterly tax payments

  • Ensure that tasks are on track and expectations are completed on time

A Successful Trusted Advisor Has:

  • Exceptional time management skills

  • Ability to communicate effectively both verbally and in writing with people of diverse backgrounds

  • Professional and client focused phone presence

  • Attentive to detail and ability to multi-task and prioritize; able to effectively resolve issues and conflicts independently

  • A technical and analytical focus

  • Comfortable working within defined policies and procedures

  • Collaborative learning style with the ability to work independently on projects

  • Strong passion for serving clients

Preferred Qualifications:

  • Associates or Bachelors degree in Accounting, Finance, or related field

  • In lieu of a degree, relevant industry experience will be considered

  • Previous experience working in financial services, wealth management, or financial planning

  • Prior experience serving ultra-affluent families

Experience the BKD difference for yourself. For more information about our firm locations, visit bkd.com. BKD, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status or other protected classifications.

It is BKD’s standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

  • BKD expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.

  • BKD further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with BKD.

  • Any resume or CV submitted to any employee of BKD without having a BKD vendor agreement in place will be considered the property of BKD.

At BKD, our mission is to provide rewarding career opportunities and invest in the success of our people. Through award-winning learning and development, coaching and career advocacy programs, you will have the tools to make every play count and reach your professional goals. Along the way, you will have the opportunity to influence innovation and build long-lasting relationships. As a BKDer, you will be able to learn, lead, serve and be recognized for your contributions.

As a part of our People First culture, we invest in the well-being of our Trusted Advisors so they can provide Unmatched Client Service®. Click here to learn how we invest in our people: bkd.com/careers/our-investment-in-our-people.

Make your next play at BKD.

About BKD

BKD, a national CPA and advisory firm, can help individuals and businesses realize their goals. Our approximately 2,900 dedicated professionals provide solutions for clients in all 50 states and internationally. BKD and its subsidiaries offer a variety of tax, accounting and consulting services and combine the insight and ideas of thought leaders in multiple industries. Learn more at bkd.com.

ID: 2021-7586