Financial Client Success & Operations Specialist

REAP Financial; Austin (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

REAP Financial Group in Northwest Austin is seeking a Client Service Specialist to ensure smooth day-to-day operations and superior client service. You will handle new business applications, client calls, CRM updates, and appointment preparation, supporting Advisors with reviews and reports.

Ideal candidates have 3+ years with a Financial Advisor, with Texas licenses preferred and MacOS proficiency. The role is office-based, with a Monday–Friday 9am–5pm schedule.

Qualifications

• Prior experience in the financial industry.
• 3+ years working with a Financial Advisor in a fast-paced office.
• Licenses (Texas Life Insurance & Securities) preferred.
• Proficiency with MacOS.
• Highly efficient with strong execution.
• Strong customer-service orientation.

Responsibilities

• Process and submit new business applications.
• Order and stock marketing brochures and applications.
• Answer incoming client service calls in a friendly manner.
• Follow-up on client service work and account status changes.
• Update CRM and account summaries for new business and service.
• Maintain organized, compliant filing system.
• Assist Advisors with pre-appointment prep and client reports.
• Gather account values for client reviews and upcoming appointments.
• Support client communications and mailings for Advisors.
• Assist with client events and educational workshops.

Skills

People-centric

Get things done

Proactive prioritization

Multitasking

Tools

MacOS

Job description

REAP Financial Group in Northwest Austin is seeking a Client Service Specialist to ensure smooth day-to-day operations and superior client service. You will handle new business applications, client calls, CRM updates, and appointment preparation, supporting Advisors with reviews and reports.

Ideal candidates have 3+ years with a Financial Advisor, with Texas licenses preferred and MacOS proficiency. The role is office-based, with a Monday–Friday 9am–5pm schedule.