175 Client Service Representative Jobs in Austin, TX
Mission Wealth is Hiring a Client Service Representative Near Austin, TX
Job Description
As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc (Best Workplaces), and Investment News, Mission Wealth is hiring a dynamic Client Services Representative to join our high-performing Operations department. This is an opportunity to work a hybrid schedule AND elevate your career in wealth management, working with a team that will inspire your professional and personal best! As our Client Services Representative, your creative problem-solving skills and impeccable attention to detail are key to providing support to the Operations department as well as assisting the onboarding of new clients. With a knack for optimization, you will continually look for and recommend ways to improve systems and streamline functions. You promote open communication channels and an amicable team environment that benefits fellow employees, clients, vendors, and consultants. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.
Ranked one of the top RIAs in the country, Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their future.
Day-to-Day as Client Services Representative:
- Provide professional and targeted support to the Central/East Coast Operations team, with this position being based in Austin, TX.
- Prepare New Account paperwork, establishing various registration accounts utilizing our preferred custodial referral platforms (Fidelity, Schwab & TD), and prepare Alternative Investments paperwork
- Facilitate account transactions, maintain account registrations, submit, and track account transfers, and assist in obtaining cost basis
- Scan and upload registration documents to Salesforce CRM
- Assist clients with accessing our client portal and uploading documents for clients to access
- Perform administrative office duties including processing all incoming and outgoing mail
- Provide client account information to other departments as required and assist with projects as needed
- Speak your mind, have your voice heard, innovate, and streamline existing processes, and enjoy coming to work each day
What You Bring as Client Services Representative:
- Bachelor’s degree
- 2 years’ proven experience in a client service role, within the financial industry
- Curiosity and problem-solving ability
- High emotional intelligence coupled with a passion for client service and experience
- Demonstrated operational experience with Fidelity/Schwab/TD custodial referral platforms and the specialized paperwork that goes with linking to existing accounts (LPOA)
- An impeccable eye for detail plus excellent multi-tasking and time management skills
- Strong knowledge of modern office methods and procedures
- Proficient with the full MS Office Suite
- Proven working knowledge of Salesforce
- Exceptional ability to read, analyze, interpret, and present information
- Adept with mathematical concepts, writing reports, and business correspondence
For further consideration, please submit a brief cover letter and resume outlining your proven success in client services, supporting operations in a financial capacity. Mission Wealth offers competitive salary team-based bonus plan | medical/dental/vision benefits | 401K | PTO and VTO.
Salary : $55k-$60k plus bonus
Job Summary
Full Time
$46k-59k (estimate)
06/28/2024
07/16/2024
missionwealth.com
MCKINNEY, TX
25 - 50
2000
AMY LIMAS
$5M - $10M
Business Services
Related Companies
About Mission Wealth
Mission Wealth is a premiere wealth and investment management firm that manages over $4.4 billion in assets. The firm is headquartered in Santa Barbara, CA and has nineteen other offices located in California, Oregon, Washington, Arizona, Texas, Indiana, New York, Iowa, Illinois, Utah and Colorado. Mission Wealth's service offerings include financial planning, investment management, estate planning, risk management, charitable giving, tax planning, retirement planning and inspired living. Because we are independent and do not sell proprietary products, we can provide impartial financial advice... to our clients. We are not just a money manager; we help clients manage their entire balance sheet. We keep track of loans and contact clients when rates drop to the point that they may benefit from a refinance. We track investment real estate and help analyze yields, taxes, risks, and capital appreciation potential for real estate portfolios. We update retirement projections yearly. We review Estate Documents to make sure that clients desires will be carried out. We talk to clients accountants to make sure the investments and taxes are integrated. Finally, we review clients insurance coverage and help make sure there is adequate coverage at the best possible price. Clients are often surprised to learn that we perform all of these services for the same fee they are paying to their current advisor. Most of our clients are between the ages of 50-70, have a net worth between $3-60MM (with an investment minimum of $1MM), and come to us as the result of a wealth or windfall event.
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The following is the career advancement route for Client Service Representative positions, which can be used as a reference in future career path planning. As a Client Service Representative, it can be promoted into senior positions as a Customer Service Representative III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Representative. You can explore the career advancement for a Client Service Representative below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Representative, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Representative for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Representative job description and responsibilities
Client services representatives manage client relationships and provide customer support.
02/07/2022: Monterey, CA
Promoting and maintain positive customer relations utilizing service excellence techniques.
02/20/2022: Richmond, VA
Client service representatives are responsible for taking care of users who have a hard time with some business element.
02/21/2022: Akron, OH
Customer service representatives also have access to responses for the most commonly asked questions and to specific guidelines for dealing with requests or complaints.
12/22/2021: Altus, OK
Have an understanding and reception to clients' needs and give proactive customer support.
01/29/2022: Huntington, WV
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Representative jobs
Some popular Client Service Representative hard skills are Customer Service, Client Services, Sales, Microsoft Access, Social Media, Marketing, Management and Banking.
01/10/2022: Long Beach, CA
A good Customer Service Representative must have excellent communication skills since they will be speaking directly with customers.
12/28/2021: Anderson, IN
Should have a proven customer support experience or experience as a client service representative.
01/05/2022: Ann Arbor, MI
Learn to resolve problems and prevent client dissatisfaction.
01/07/2022: Bradenton, FL
One year related experience required with customer service preferred.
12/31/2021: La Crosse, WI
Step 3: View the best colleges and universities for Client Service Representative.
