Financial Services Client Support Associate

ProPivotal; Austin (TX); On-site; USD 34,440 - 41,328; Full time

Job summary

ProPivotal in Austin, TX seeks a detail-oriented Financial Services Client Support Associate to support the internal sales desk. The role focuses on managing operational, administrative, and logistical tasks to enable client engagement and sales activity.

You will work with CRM systems, Excel, and PowerPoint while supporting advisory channels and asset management-related activities. A Bachelor's degree and 1–3 years in client support are preferred.

Qualifications

• Bachelor's degree required.
• 1-3 years in a client support role, preferably within financial services.
• Proficiency with CRM systems (Salesforce), Excel, and PowerPoint.
• Familiarity with asset management products and intermediary sales practices.

Responsibilities

• Maintain accurate records in the CRM, including client profiles and opportunity tracking
• Monitor pipeline reports and sales metrics for internal teams
• Assist in onboarding new team members, preparing necessary tools and documentation
• Support meeting preparations by creating pitch books, product data sheets, and coordinating logistics
• Handle administrative tasks such as calendar management, compliance filings, and collateral updates
• Gather intelligence on advisory and client segments to support segmentation and campaign efforts

Skills

Client support experience

Attention to detail

CRM familiarity

Education

Bachelor's degree

Tools

Salesforce

Microsoft Excel

PowerPoint

Job description

Overview

We are seeking a detail-oriented Financial Services Client Support Associate to join our team in Austin, TX. This role supports the internal sales desk within the intermediary distribution channel, enabling sales professionals to focus on client engagement by managing operational, administrative, and logistical tasks. The position offers an estimated pay range of $25.00 - $30.00 per hour.

Why This Job Is Awesome / Your Impact

This role plays a pivotal part in amplifying our reach and effectiveness with financial advisors, RIAs, and private wealth teams by ensuring the behind-the-scenes work is executed with precision, professionalism, and purpose.

Responsibilities

• Maintain accurate records in the CRM, including client profiles and opportunity tracking
• Monitor pipeline reports and sales metrics for internal teams
• Assist in onboarding new team members, preparing necessary tools and documentation
• Support meeting preparations by creating pitch books, product data sheets, and coordinating logistics
• Handle administrative tasks such as calendar management, compliance filings, and collateral updates
• Gather intelligence on advisory and client segments to support segmentation and campaign efforts

Required Experience and Skills

• Bachelor's degree
• 1-3 years ina client support role, preferablywithinfinancial services. This can include sales internships.
• Proficiency with CRM systems (e.g., Salesforce), as well as Microsoft Excel, and PowerPoint
• Familiarity with asset management products, channelsand intermediary sales practices