On-Site Client Services Associate – Financial Planning

AMG Wealth Advisors; Austin (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services firm in Austin, Texas, is seeking a Client Service Associate to support exceptional client service and the financial planning process. The role includes partnering with a Lead Advisor, maintaining client records, and ensuring accurate documentation. The ideal candidate will have 2+ years in a client service role, proficiency in Microsoft Office, particularly Excel, and the ability to manage multiple priorities. This on-site position offers a dynamic work environment focused on client satisfaction.

Qualifications

• 2+ years in client service or support role, preferably in financial services.
• Professionalism and discretion with confidential information.
• Ability to work on-site at the S. Mopac office Monday - Friday.

Responsibilities

• Partner with Lead Advisor to deliver a seamless client experience.
• Maintain accurate client records in Salesforce and other systems.
• Prepare for client meetings, including documentation and analyses.

Skills

Attention to detail

Organizational skills

Client service

Proficiency with Microsoft Office

Ability to manage multiple priorities

Tools

Salesforce

MoneyGuidePro

Holistiplan

Excel

Job description

A financial services firm in Austin, Texas, is seeking a Client Service Associate to support exceptional client service and the financial planning process. The role includes partnering with a Lead Advisor, maintaining client records, and ensuring accurate documentation. The ideal candidate will have 2+ years in a client service role, proficiency in Microsoft Office, particularly Excel, and the ability to manage multiple priorities. This on-site position offers a dynamic work environment focused on client satisfaction.