Client Service Associate

R

RIA Recruiting

Client Service Associate

Katy, TX
Full Time
Paid
  • Responsibilities

    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. A background and credit check will be required.

    We are an Equal Opportunity Employer.