Client Services Associate

AMG Wealth Advisors; Austin (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm in Austin, Texas, is seeking a Client Service Associate to support exceptional client service and the financial planning process. The role includes partnering with a Lead Advisor, maintaining client records, and ensuring accurate documentation. The ideal candidate will have 2+ years in a client service role, proficiency in Microsoft Office, particularly Excel, and the ability to manage multiple priorities. This on-site position offers a dynamic work environment focused on client satisfaction.

Qualifications

• 2+ years in client service or support role, preferably in financial services.
• Professionalism and discretion with confidential information.
• Ability to work on-site at the S. Mopac office Monday - Friday.

Responsibilities

• Partner with Lead Advisor to deliver a seamless client experience.
• Maintain accurate client records in Salesforce and other systems.
• Prepare for client meetings, including documentation and analyses.

Skills

Attention to detail

Organizational skills

Client service

Proficiency with Microsoft Office

Ability to manage multiple priorities

Tools

Salesforce

MoneyGuidePro

Holistiplan

Excel

Job description

The Client Service Associate (CSA) plays a dual role supporting both exceptional client service and the financial planning process. This position partners closely with a planning-focused Lead Advisor to deliver a high-touch client experience. The ideal candidate is detail-oriented, proactive, service-minded, and interested in developing expertise in financial planning.

Key Responsibilities

• Partner with the Lead Advisor to deliver a seamless client experience
• Respond to routine client questions with guidance from the Advisor
• Maintain calendars, manage priorities, and support daily workflow
• Ensure accurate documentation and adherence to AMG’s client service standards
• Prepare for client meetings (request tax returns, run reports, projections, and analyses)
• Draft meeting recaps and track follow-up tasks
• Maintain accurate client records in Salesforce and other systems
• Use financial planning tools such as MoneyGuidePro and Holistiplan

Investment & Operations Support

• Develop working knowledge of AMG’s investment philosophy and model portfolios
• Assist with documentation related to risk tolerance and planning recommendations
• Support insurance and annuity servicing in collaboration with the service team
• Provide backup support for cashiering and account-related tasks as needed

Qualifications

Required

• 2+ years in client service, administrative, or support role (financial services preferred)
• Ability to work on-site at our S. Mopac office Monday - Friday
• Strong attention to detail and organizational skills
• Professionalism and discretion with confidential information
• Proficiency with Microsoft Office and ability to learn new systems including a strong working knowledge of Excel, with the ability to use formulas and tools to support financial planning analysis
• Ability to manage multiple priorities in a fast-paced environment

Preferred

• Experience in wealth management or financial planning
• Familiarity with Salesforce, MoneyGuidePro, Holistiplan, Schwab, or Fidelity platforms
• Interest in pursuing additional financial planning credentials