Client Services Specialist - Growth in Financial Planning

ClearVista Financial; Waco (TX); Sur place; USD 50 000 - 65 000; Plein temps

Avantages offerts par ce poste

Health Insurance

401(k) Retirement Plan

Generous Paid Time Off

Paid Holidays

Professional Development & Licensing

Résumé du poste

ClearVista Financial is seeking an experienced Client Service Associate who is passionate about delivering an exceptional client experience and thrives in a professional, team-oriented environment. This is a key role within our growing financial planning firm and supports advisors with account management, client communications, and practice operations.

The ideal candidate is highly organized, detail-oriented, proactive, and experienced in financial services.

Qualifications

• 3+ years of client service or operations experience in financial services.
• Excellent organizational and time-management skills.
• Strong written and verbal communication abilities.
• High attention to detail and commitment to accuracy.
• Proficiency in Microsoft Office Suite and CRM software.
• Ability to manage multiple priorities with minimal supervision.

Responsabilités

• Deliver concierge-level client service for clients and prospects.
• Serve as primary contact for client service requests.
• Proactively communicate updates regarding account transfers, service requests, and pending transactions.
• Build and maintain trusted relationships through responsive, professional communication.
• Prepare, process, and track new account applications and related paperwork.
• Coordinate account transfers, rollovers, beneficiary updates, and maintenance requests.
• Monitor pending business and follow through to completion.
• Ensure all documentation is accurate, complete, and compliant.
• Prepare client meeting materials, reports, and account summaries.
• Gather account values and planning information for client review meetings.
• Assist advisors with ongoing planning projects and client communications.
• Support educational workshops, client appreciation events, and marketing initiatives.
• Maintain accurate client records within the firm's CRM.
• Track workflows and service requests to ensure timely completion.
• Generate weekly reports on new business, service activity, and operational metrics.
• Identify opportunities to improve efficiency and streamline processes.
• Maintain organized client records and filing systems.
• Assist with advisor licensing, appointments, and regulatory documentation.
• Support office operations and team initiatives as needed.
• Adhere to all compliance and confidentiality requirements.

Connaissances

Organizational skills

Time management

Communication skills

Attention to detail

MS Office & CRM

Outils

Microsoft Office Suite

CRM software

Redtail

Wealthbox

Orion

eMoney

MoneyGuidePro

Schwab platform

Fidelity platform

Description du poste

ClearVista Financial is seeking an experienced Client Service Associate who is passionate about delivering an exceptional client experience and thrives in a professional, team-oriented environment. This is a key role within our growing financial planning firm and supports advisors with account management, client communications, and practice operations.

The ideal candidate is highly organized, detail-oriented, proactive, and experienced in financial services.