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Open nowPosted 493 days ago

Client Service Associate - Symphony Wealth Group

Workable (global search)109,826 open roles

Where
Plano, TX, United States
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Your applicationOpen nowClient Service Associate - Symphony Wealth GroupWorkable (global search) · Plano, TX, United States

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Workable (global search)'s own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 2 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 493 days ago

Workable (global search) median: 2 days open

The posting

The Client Service Associate reports to our Partners and Wealth Managers and is critical to appropriately leveraging Advisors’ time. This position requires excellent customer service skills, problem solving, attention to detail, multi-tasking, and time management skills. This position is full-time and in the office.

Essential Duties and Responsibilities

• Support Advisors of a growing book of business, requiring the handling of all administrative functions for the office.

• Assist in client meeting preparation and follow-up, to include preparing requisite paperwork, and post-meeting documentation.

• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available.

• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards.

• Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

• Maintain CRM database; define and ensure adherence to appropriate client service models.

• Manage multiple and competing priorities daily in pursuit of business objectives.

• Regular client interaction including appointment scheduling and correspondence; answer all incoming calls and direct/take messages.

• Other duties as assigned.

• This is a Full Time position in the office

Supervisory Responsibilities: None Knowledge, Skills, and/or Abilities

• Basic computer skills (Outlook, Word, Excel. Adobe)

• Strong administrative and time management skills with superior attention to detail.

• Able to work independently and effectively manage multiple tasks at once.

• Excellent communication skills, both verbally and in writing.

• CRM knowledge a plus.

Education and/or Experience

• The ideal candidate will have 2+ years of experience in administrative support in a professional environment.

• High School Diploma or Associate's degree required

• Previous experience in financial services a plus

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