What are the responsibilities and job description for the Client Service Associate position at RIA Recruiting?
McGee Wealth Management, a growing financial advisory firm located in Katy, TX, is seeking a Client Service Associate to join our growing team. We are a financial planning firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us as a full-time CSA. You will be working with our team under the direction of our Lead Advisors. As a small business, we all wear many hats and work as a tight-knit team. To learn more about the firm, please visit our website: mcgeewealth.com
Salary & Benefits:
- Starting salary of $65,000 to $80,000 per year, based on experience
- Health insurance
- 401(k) company match
- Vacation/PTO
- Group Life and Disability Insurance
- Learning opportunities
- Great working environment with professional growth opportunities
- Healthy work-life balance is a priority to us, and we want it to be a priority for you too
Responsibilities:
- Respond to and execute client requests in a timely and professional manner
- Handle all paperwork for clients and the firm’s custodians
- Assist in the maintenance of the firm document management system
- Provide administrative support to the Lead Advisors
- Advisor meeting prep and follow-up tasks, including document and information gathering from clients
- Coordinate client meeting scheduling, including in-person and video meetings
- Follow-up and document work as appropriate in our CRM
- Handle client RMDs
- Attend and contribute to team meetings
Requirements:
- 5 years of experience in financial services
- Proficient with MS Word, Excel, and Outlook
- Tech-savvy with the ability to quickly learn to navigate various web-based platforms
- Positive, energetic, friendly, and service-oriented
- Detail-oriented and organized
- Ability to follow/interpret procedures and see tasks and projects through to completion
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.
We are an Equal Opportunity Employer.
Salary : $65,000 - $80,000
