Client Experience & Admin Specialist

MUCH WEALTH MANAGEMENT, INC.; Southlake (TX); On-site; USD 40,000 - 50,000; Full time

Job summary

A financial services firm in Southlake, TX is seeking a Client Service Administrator who excels in providing client support and managing service requests. The ideal candidate will have 2+ years of experience in the financial industry and strong organizational skills. Responsibilities include handling client inquiries, preparing review summaries, and assisting with appointment scheduling. This full-time role offers a pay range of $40,000 - $50,000.

Qualifications

• 2+ years working alongside a Financial Advisor in a fast-paced office environment preferred.
• Experience with MS Office Suite and the ability to learn new software quickly.

Responsibilities

• Receive incoming client service calls in a friendly manner.
• Complete each service request and resolve client issues.
• Prepare client review summary for upcoming appointments.
• Maintain professional communication with clients and staff.

Skills

Strong organizational skills

Attention to detail and accuracy

Proactive management style and consistent follow-through

Financial Industry experience preferred

2+ years working alongside a Financial Advisor

Experience with MS Office Suite

CRM experience

Job description

A financial services firm in Southlake, TX is seeking a Client Service Administrator who excels in providing client support and managing service requests. The ideal candidate will have 2+ years of experience in the financial industry and strong organizational skills. Responsibilities include handling client inquiries, preparing review summaries, and assisting with appointment scheduling. This full-time role offers a pay range of $40,000 - $50,000.