Job Description

Excellent opportunity for young professional to grow a rewarding career!

Perfect opportunity for someone early in their career with strong organizational and communication skills (written and oral) who has a desire to help and serve others while growing a rewarding career in the wealth management industry with one of our high performing teams as a Client Services Associate (CSA). As a CSA you’ll learn the intricacies of operations while assisting the team’s clients and Executive Vice President in an award-winning culture including #1 Rated Culture for Mid-Size Organizations and Top Workplace award recipient 5 years straight. Join us and you’ll look forward to Monday!

Qualifications

Prefer college degree with solid tenures and track record that would thrive in an opportunity that blends customer service, administrative skills, and operations.
You naturally build strong relationships, are resourceful, highly responsive, detailed, excellent follow-up, and have a passion for serving others.
You’re highly coachable and a quick learner.
Highly prefer residing within 30 minutes of our Frisco office.

Key CSA Functions

Manage incoming client communications with concierge service.
Help manage onboarding process for new clients.
Serve clients by addressing questions, conducting research, and processing requests/transactions.
Help coordinate scheduling client review meetings.
Assist with client follow-up items and help maintain records/databases.
Support the Executive Vice President.

Rewards

Excellent Salary & Benefits – Excellent Salary and Benefits including Health Insurance, HSA, Dental, Vision, 401K, Life Insurance, AD&D, Short-Term and Long-Term Disability, FSA, Employee Assistance Program, Paid Vacation and Holidays.
Career Growth – The wealth management field is a highly rewarding field where there’s lots of room for growth within operations.
Strong Team – You’ll be a part of a successful high-performing wealth team at our Frisco office.
Award-Winning Culture – Join our award-winning culture where you'll look forward to Monday!

Job Tags

Holiday work, Temporary work,

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