Client Service Associate - SilverStar Wealth Management | Cypress, Texas

Established and fast-growing financial planning and wealth management firm in Cypress, Texas is seeking a strong team member for the position of in-office Client Service Associate with unique opportunity.

This position requires excellent proactive customer service and problem-solving skills to confidently provide information and service to clients in a timely, efficient, and professional manner.

Requirements

Essential Duties and Responsibilities

• Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting service and documentation
• Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adhering to compliance standards
• Assist in entry of financial planning data.
• Process, submit, and service all account paperwork/requests through to completion utilizing paperless procedures (including eSignature) where available
• Assist in preparation of consolidated performance reporting as needed.
• Maintain CRM database with ability to create and maintain efficient workflows.
• Plan client events
• Other responsibilities as assigned by the Advisors.

Knowledge, Skills, and/or Abilities

• Advanced computer skills (Outlook, Word, Excel and Power Point) are essential
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work proactively and independently while managing multiple tasks at once
• Ability to build relationships with clients and internal partners.

Education and/or Experience

• Bachelors degree preferred
• The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 6 or 7 and 65/66 preferred (or ability to obtain quickly)

Compensation

• Compensation is commensurate with experience and qualifications
• Potential for attractive quarterly bonuses
• Matching 401(k) plan with potential for profit sharing contributions
• Company paid group life and disability insurance. No Health Insurance currently.

Recommended Skills

• Assembly And Installation
• Communication
• Coordinating
• Customer Service
• Databases
• Finance