Financial Services Client Support Specialist

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

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.