Client Services Support Associate

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Job ID#: 27740

Client Services Support Associate
Contract to Hire
To $28 hourly (Approx. 30 hours weekly)
Great Woodlands location
Ability to work remote on Friday!

Responsibilities:

• Understand, explain and calculate Wealth Management products, rules and regulations
• Open, preform maintenance and solve account issues
• Ability to clearly communicate rules and regulations surrounding product lines
• Exemplary customer service, attention to detail, professional correspondence
• Strong math and analytical problem solving skills
• Proficient with Word, Excel, Power Point and Adobe
• Experience working in a fast-paced environment with the ability to multi task

• Answer all emails, texts and voicemails in a timely fashion
• Coordinate meetings, organize schedules and facilite two way communication
• Handle all  phone calls in a warm and friendly way
• Record notes from every client/sponsor conversation or action in CRM
• Organize and maintain all electronic files; scan, save and shred documents as needed
• Follow ALL compliance processes
• Shred all scanned and saved documents 
• Maintain ongoing communication with team members 
• Attend Monday Staff meetings
• Assist with the implementation and follow-through of client paperwork and forms
• Follow up on all pending business
• Contact clients, prospects and sponsors as needed to request pertinent information needed and online discovery
• Use firms filing system to store all client information
• Other projects as assigned

Experience Needed:

• 2+ years in highly professional, administrative role – Understanding HIGH level of confidentiality
• Working knowledge of Microsoft Office tools, Adobe, DocuSign with the ability to learn new software quickly
• Comfortable interacting with clients and sponsors via phone, text and email.
• MUST have squeaky clean background!!!

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