Client Services Associate - Waterworth Wealth Advisors
Company: Kestra Financial Independent Advisor
Location: Grapevine
Posted on: May 8, 2024
Job Description:
Full-time, Client Service Associate (CSA) Requirements Summary:
Waterworth Wealth Advisors, LLC helps our clients achieve their
financial goals through a financial advisory partnership built on
integrity and trust. We take the stress out of managing personal
finances by making them less complicated and taking a holistic,
proactive, and streamlined approach. We are seeking a motivated,
self-directed individual who can help conduct the smooth operations
of a fast-paced, growing financial planning firm. The Client
Relations Associate supports the practice with various functions
and tasks. The successful candidate will possess a high level of
integrity, energy, and excellent client-facing skills. The Client
Relations Associate manages the CRM system, schedules appointments,
does meeting preparation and follow-through. This role offers an
opportunity for growth into roles with expanded responsibilities
with a firm committed to high-touch/high-tech comprehensive wealth
management solutions for individuals with complex financial
situations. If you are energetic, collaborative, client-focused,
and have a heart to serve others, Waterworth Wealth Advisors is
your place. Critical Outcomes and Responsibilities:
- Supports the delivery of financial advice and services to
clients, including handling all administrative functions with
Financial Advisors and the firm with the goal of client retention,
client satisfaction, and reaching business objectives
- Deepen client relationships through proactive, regular client
interaction, including appointment scheduling and correspondence:
answer all incoming calls and make positive client impressions on
behalf of the firm
- Assist in client meeting preparation and follow-up, including
assembling requisite paperwork, report generation, and post-meeting
documentation
- Process, submit, and service all account paperwork/requests;
follow through to completion utilizing paperless procedures
- Deposit checks received and maintain the check blotter in
adherence to compliance guidelines
- Maintain CRM database; define and ensure adherence to
appropriate client service models
- Manage and update mailing lists for birthdays, holidays, and
firm marketing efforts
- Manage multiple and competing priorities daily in pursuit of
business objectives
- Support client communications and social media marketing
Qualifications, Skills, and Behavioral Requirements:
- Bachelor's Degree along with a minimum of 3 years executive
administrative experience; financial services industry experience a
plus
- Strong written and verbal communication skills
- Ability to pay close attention to detail, ensure accuracy and
completeness of work
- Proficient with CRM Systems as well as Outlook, Microsoft Word,
Excel, and PowerPoint
- Basic knowledge of financial principles, retirement products,
or financial planning
- Proven ability to manage advanced, confidential, administrative
duties
- Outstanding organizational skills and excellent
follow-through
- Capable of acting as a self-starter with an excellent ability
to multi-task and prioritize
- Effective without direct management and a structured
environment, but able to follow procedures and regulatory
requirements
- Prefers a systematic approach to decision making but is capable
of timely responses
- Prefers to be accommodating to the needs of clients and
co-workers but able to take a personal position that is different
from the groups' position when necessary ***Federal, State, and
local background checks are required.
***Credit Check required Interested parties should email their
resume as well as a letter of interest to seana@waterworthwa.com.
We will start interviewing immediately, and we will accept resumes
until we have the right person on board. Benefits
- A collaborative team environment with competitive pay and an
opportunity for team bonuses
- Growth opportunity (education/experience/exposure to high level
investing and financial matters)
- Direct communication/access to the principle of the firm
- PTO and Holidays
- Discounted gym rates
- Health benefits
- Birthday and Team Celebrations
Keywords: Kestra Financial Independent Advisor, DeSoto , Client Services Associate - Waterworth Wealth Advisors, Other , Grapevine, Texas
Didn't find what you're looking for? Search again!
Loading more jobs...