Client Services & Operations Associate, Financial Advisory

Scherer Financial Advisory Services; Texas; On-site; USD 55,000 - 74,000; Full time

Job summary

Scherer Financial Advisory Services in the Dallas/Plano area seeks an Operations & Client Service Associate who embraces both client care and meticulous operational work. You will balance building relationships with handling the day-to-day tasks that keep a financial practice running smoothly, with a strong emphasis on accuracy and discretion.

The role requires proactive organization, clear written and verbal communication, and collaboration within a small team.

Qualifications

• Exceptional attention to detail with a focus on accuracy.
• Genuine client-first mindset and professional phone presence.
• Strong writing and verbal communication across channels.
• Self-motivated, organized, and proactive in handling tasks.
• Discretion with sensitive financial information is essential.
• Collaborative team player who can lead and support.

Responsibilities

• Build trusted relationships with clients through regular, warm interactions via phone, email, and in person.
• Greet clients and visitors as the first face and voice of the practice.
• Answer questions about balances, transfers, distributions, and account information.
• Coordinate money movements at the advisor's direction.
• Onboard new clients: paperwork, asset transfers, documentation walkthrough.
• Help clients enroll in our digital tools and portals.
• Prepare materials for client reviews and prospect meetings.
• Manage calendar and schedule client meetings; coordinate logistics.

Skills

Attention to detail

Client-first mindset

Strong written and verbal

Self-motivated and organized

Discretion and professionalism

Team player

Education

High school diploma

College degree preferred

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

PowerPoint

CRM system

Job description

Scherer Financial Advisory Services in the Dallas/Plano area seeks an Operations & Client Service Associate who embraces both client care and meticulous operational work. You will balance building relationships with handling the day-to-day tasks that keep a financial practice running smoothly, with a strong emphasis on accuracy and discretion.

The role requires proactive organization, clear written and verbal communication, and collaboration within a small team.