Client Services Specialist — Financial Advisory Support

Advisor Talent Solutions; Austin (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

REAP Financial Group in Austin, TX is seeking a Client Service Specialist to ensure smooth day-to-day operations and provide superior service to existing clients and prospects.

The role supports Advisors with pre-appointment prep, manages client data in the CRM, coordinates new business and reports, and handles calls and general office duties in a fast-paced environment. The ideal candidate will have financial industry experience, strong organizational skills, and a proactive approach.

Qualifications

• Experience in the financial industry.
• 3+ years supporting a Financial Advisor in a fast-paced office.
• Texas Life Insurance & Securities License(s) preferred.
• Proficient in MacOS.

Responsibilities

• Complete & process new business applications.
• Order & stock new business applications and marketing brochures.
• Receive incoming client service calls in a friendly, warm manner.
• Process & follow-up on client service work.
• Update & review database/CRM to reflect account status regarding new business and/or service.
• Maintain an organized, compliant, and efficient filing system.
• Follow-up on pending business and contact individual client with updates.
• Assist Advisor(s) with pre-appointment preparation.
• Gather account values and complete client review summary for upcoming appointments.
• Manage the new business submitted and new business issued in reporting tool.
• Assist Advisor(s) with client reports and mailings.
• Assist Advisor(s) with educational workshops & client events as needed.
• Act as phone back-up to other office personnel for phone coverage.
• Maintain current Advisor’s licenses and appointments with agencies and companies.

Skills

MacOS proficiency

Client service experience

Financial industry experience

Education

Texas Life Insurance & Securities License preferred

Tools

CRM software

Job description

REAP Financial Group in Austin, TX is seeking a Client Service Specialist to ensure smooth day-to-day operations and provide superior service to existing clients and prospects.

The role supports Advisors with pre-appointment prep, manages client data in the CRM, coordinates new business and reports, and handles calls and general office duties in a fast-paced environment. The ideal candidate will have financial industry experience, strong organizational skills, and a proactive approach.