Client Service Associate, Team Lead job opportunity at Aprio.

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Aprio Client Service Associate, Team Lead
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Capital Partners,Wealth Operations

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degreeBachelor's (B.Sc.)
loacation Overland Park, KS, United States Of America
loacation Overland Park,..........United States Of America

Work with a nationally ranked CPA and advisory firm that is passionate for what's next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.Join Aprio's Wealth Operations team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Client Service Associate, Team Lead to join their dynamic team. The CSA, Team Lead 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 CSA, 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.\nResponsibilities:Work with the Director of Client Service to help lead, mentor, and develop client service associates, promoting a culture of excellence, collaboration, and continuous improvement. Work with the Director 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 Director 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. Qualifications: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).SkillsStrong 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. \nWhy work for Aprio:Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm. Perks/Benefits we offer for full-time team members:- 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’s in it for you:- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience.  We call it the Aprio Way.  This shared mindset creates lasting relationships between team members and with clients.- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.EQUAL OPPORTUNITY EMPLOYERAprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.

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