Client Relations And Project Manger

Keating & Associates, Inc. Overland Park , KS 66204

Posted 5 months ago

Keating & Associates, Inc. is looking for a full-time Client Relations and Project Manager to assist the advisors in our Overland Park office. We seek a highly organized professional with knowledge of the financial planning industry who would provide key administrative support and strategic project management for growing advisory practices. This person will oversee calendar coordination, event planning, internal and external communications and administrative functions to support and increase productivity for the advisors and their teams. Our values center around collaboration, a commitment to excellence, and an abundance mindset. If this describes you, we want to hear from you!

Key Responsibilities

  • Participate in strategic planning with the advisors and coordinate projects from inception to completion

  • Coordinate scheduling for advisors and clients

  • Collaborate with all Keating & Associates departments based on advisor and client needs

  • Provide administrative support

  • Manage email correspondence, prioritize messages and provide timely responses

  • Assist the advisors in designing business development plans which allow their practices to evolve

  • Identify, document and implement process improvements to enhance client experience

  • Participate in meetings with the advisors and their support staff to discuss current and upcoming tasks

Desired Skills

  • Excellent organizational skills

  • Excellent written and interpersonal communication skills

  • Proactively takes ownership of responsibilities

  • Detail-oriented and conscientious

  • Flexible and adaptive problem solver

  • Proficient with Microsoft Outlook, Word, Excel and PowerPoint

  • Tech-savvy with remote and video communication

  • Experience managing workflows and enhancing team productivity

  • Creative and strategic communicator

If you feel you possess the skills and abilities to succeed in a role like this, we encourage you to apply.

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Client Relations And Project Manger

Keating & Associates, Inc.