• Client Service Associate

    Job Locations US-MO-Springfield
    Posted Date 1 month ago(1/16/2020 10:30 AM)
    Job ID
    Wealth Advisors
  • Responsibilities

    BKD Wealth Advisors is seeking a full-time Client Service Associate (CSA) to fill a key role to its wealth management team in our Springfield, MO office. BKD Wealth Advisors is a fast-paced environment which provides quality client service to affluent families, delivering quality work on a consistent basis.

    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 a positive team player attitude.



    • Support Wealth Advisor team in providing an integrated suite of services to 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


    • Bachelor’s degree a plus, but not required
    • Previous experience working in financial services, wealth management, or financial planning a plus
    • 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 multi-task 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
    • Comfortable working within defined policies and procedures
    • Collaborative learning style with the ability to work independently on projects
    • Passion for serving clients
    • Prior experience serving affluent families a plus



    Bachelor’s degree preferred, but not required; degree may be substituted with relevant work experience



    2 years minimum experience in related field



    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.


    BKD does not accept unsolicited referrals or resumes from any source other than directly from candidates. We will not consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services and recruiting agencies. BKD will not pay a fee to a recruiter or agency that does not have a signed BKD vendor agreement. Any resume or CV submitted to any employee of BKD without having a BKD vendor agreement in place will be considered property of BKD. BKD will not be held liable to pay a placement fee.


    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.




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