Client Service Associate
Client Service Associate
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Job Description
McGee Wealth Management a growing financial advisory firm located in Katy TX is seeking a Client Service Associate to join our growing team. We are a financial planning firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us as a full-time CSA. You will be working with our team under the direction of our Lead Advisors. As a small business we all wear many hats and work as a tight-knit team. To learn more about the firm please visit our website:
Salary & Benefits:
- Starting salary of $65000 to $80000 per year based on experience
- Health insurance
- 401(k) company match
- Vacation/PTO
- Group Life and Disability Insurance
- Learning opportunities
- Great working environment with professional growth opportunities
- Healthy work-life balance is a priority to us and we want it to be a priority for you too
Responsibilities:
- Respond to and execute client requests in a timely and professional manner
- Handle all paperwork for clients and the firms custodians
- Assist in the maintenance of the firm document management system
- Provide administrative support to the Lead Advisors
- Advisor meeting prep and follow-up tasks including document and information gathering from clients
- Coordinate client meeting scheduling including in-person and video meetings
- Follow-up and document work as appropriate in our CRM
- Handle client RMDs
- Attend and contribute to team meetings
Requirements:
- 3 years of experience in financial services
- Proficient with MS Word Excel and Outlook
- Tech-savvy with the ability to quickly learn to navigate various web-based platforms
- Positive energetic friendly and service-oriented
- Detail-oriented and organized
- Ability to follow/interpret procedures and see tasks and projects through to completion
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward you will be required to fill out a Career History Form and if you are selected to advance in the process you will meet with the firm. Qualified candidates may be asked to take assessments. A background and credit check will be required.
We are an Equal Opportunity Employer.
Required Experience:
IC
Employment Type
Full-Time
