What are the responsibilities and job description for the Client Services Associate position at Murphy & Sylvest Wealth Management?
Job Posting: Client Service Associate
Position Summary:
We are seeking a Client Service Associate to join our team and provide exceptional service to our valued clients. This part-time position begins at 20 hours per week, with some flexibility to determine days per week and hours per day. The role is on-site in our Dallas office, with pay ranging from $17–$25 per hour depending on experience.
This role requires outstanding organizational skills, attention to detail, and the ability to manage multiple tasks efficiently. A tech-savvy mindset and the ability to quickly learn new systems are essential for success. Applicants with Advyzon software experience will be given priority.
Key Responsibilities:
• Assist with processing, service requests, and problem resolution, ensuring timely and accurate responses.
• Collect and organize incoming client information and documentation.
• Maintain and update client files and records in the CRM system.
• Answer phone calls, transfer calls to advisors, or assist with documentation inquiries (e.g., account opening or internal documents).
• Backup support as needed.
Qualifications:
• Excellent communication and interpersonal skills.
• A focus on delivering exceptional service.
• Ability to handle challenging situations with patience and professionalism.
• Strong organizational and multitasking abilities.
• Proficiency in basic computer applications and systems.
• Previous customer service experience is a plus.
Details:
• Location: On-site in Dallas office.
• Hours: Part-time, 20 hours per week, with flexible scheduling.
• Pay Range: $17–$25 per hour, based on experience.
This position offers an opportunity to work in a dynamic and supportive environment where you’ll play a key role in ensuring a seamless client experience. If you are detail-oriented, highly motivated, and passionate about client service, we encourage you to apply.
How to Apply:
Please submit your resume and cover letter detailing your qualifications and interest in the role.
Salary : $17 - $25