Client Services Associate - Waterworth Wealth Advisors

Kestra Financial; Grapevine (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Collaborative team environment

Growth opportunity

Health benefits

Discounted gym rates

PTO and Holidays

Job summary

Kestra Financial in Grapevine, Texas is seeking a full-time Client Service Associate (CSA) to support client relations and manage various administrative functions within a fast-paced financial planning firm. The ideal candidate will have a Bachelor's degree, strong communication skills, and at least 3 years of relevant experience. Responsibilities include assisting with client meetings, managing the CRM system, and ensuring compliance with administrative regulations. The role offers competitive pay, health benefits, and opportunities for professional growth.

Qualifications

• Minimum of 3 years executive administrative experience.
• Financial services industry experience is a plus.
• Proven ability to manage advanced, confidential, administrative duties.

Responsibilities

• Support the delivery of financial advice and services to clients.
• Deepen client relationships through proactive interaction.
• Assist in client meeting preparation and follow-up.
• Process and service all account paperwork/requests.
• Maintain CRM database and mailing lists.

Skills

Strong written and verbal communication skills

Proficient with CRM Systems

Organizational skills

Attention to detail

Ability to multi-task and prioritize

Education

Bachelor's Degree

Tools

Outlook

Microsoft Word

Excel

PowerPoint

Job description

Full-time, Client Service Associate (CSA)

Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.

We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.

Responsibilities

• Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives
• Deepen client relationships through proactive, regular client interaction, including appointment scheduling and correspondence: answer all incoming calls and make positive client impressions on behalf of the firm
• Assist in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, and post-meeting documentation
• Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures
• Deposit checks received and maintain the check blotter in adherence to compliance guidelines
• Maintain CRM database; define and ensure adherence to appropriate client service models
• Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
• Manage multiple and competing priorities daily in pursuit of business objectives
• Support client communications and social media marketing

Qualifications

• Bachelor's Degree along with a minimum of 3 years executive administrative experience; financial services industry experience a plus
• Strong written and verbal communication skills
• Ability to pay close attention to detail, ensure accuracy and completeness of work
• Proficient with CRM Systems as well as Outlook, Microsoft Word, Excel, and PowerPoint
• Basic knowledge of financial principles, retirement products, or financial planning
• Proven ability to manage advanced, confidential, administrative duties
• Outstanding organizational skills and excellent follow-through
• Capable of acting as a self-starter with an excellent ability to multi-task and prioritize
• Effective without direct management and a structured environment, but able to follow procedures and regulatory requirements
• Prefers a systematic approach to decision making but is capable of timely responsesPrefers to be accommodating to the needs of clients and co-workers but able to take a personal position that is different from the groups' position when necessary
• Federal, State, and local background checks are required
• Credit Check required

Benefits

• A collaborative team environment with competitive pay and an opportunity for team bonuses
• Growth opportunity (education/experience/exposure to high level investing and financial matters)
• Direct communication/access to the principle of the firm
• PTO and Holidays
• Discounted gym rates
• Health benefits
• Birthday and Team Celebrations