Client Services Associate

1 month ago

Grapevine, United States Kestra Financial Full time
Full-time, Client Service Associate (CSA)

Requirements

Summary:

Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.

We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.

This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations. If you are energetic, collaborative, client-focused, and have a heart to serve others, Waterworth Wealth Advisors is your place.

Critical Outcomes and Responsibilities:

  • Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives
  • Deepen client relationships through proactive, regular client interaction, including appointment scheduling and correspondence: answer all incoming calls and make positive client impressions on behalf of the firm
  • Assist in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, and post-meeting documentation
  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures
  • Deposit checks received and maintain the check blotter in adherence to compliance guidelines
  • Maintain CRM database; define and ensure adherence to appropriate client service models
  • Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
  • Manage multiple and competing priorities daily in pursuit of business objectives
  • Support client communications and social media marketing

Qualifications, Skills, and Behavioral Requirements:

  • Bachelor's Degree along with a minimum of 3 years executive administrative experience; financial services industry experience a plus
  • Strong written and verbal communication skills
  • Ability to pay close attention to detail, ensure accuracy and completeness of work
  • Proficient with CRM Systems as well as Outlook, Microsoft Word, Excel, and PowerPoint
  • Basic knowledge of financial principles, retirement products, or financial planning
  • Proven ability to manage advanced, confidential, administrative duties
  • Outstanding organizational skills and excellent follow-through
  • Capable of acting as a self-starter with an excellent ability to multi-task and prioritize
  • Effective without direct management and a structured environment, but able to follow procedures and regulatory requirements
  • Prefers a systematic approach to decision making but is capable of timely responses
  • Prefers to be accommodating to the needs of clients and co-workers but able to take a personal position that is different from the groups' position when necessary
  • Federal, State, and local background checks are required
  • Credit Check required

Interested parties should email their resume as well as a letter of interest to seana@waterworthwa.com.

We will start interviewing immediately, and we will accept resumes until we have the right person on board.

Benefits

  • A collaborative team environment with competitive pay and an opportunity for team bonuses
  • Growth opportunity (education/experience/exposure to high level investing and financial matters)
  • Direct communication/access to the principle of the firm
  • PTO and Holidays
  • Discounted gym rates
  • Health benefits
  • Birthday and Team Celebrations

  • Client Services Associate

    2 weeks ago

    Grapevine, United States Kestra Financial Full time

    Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined...

  • Client Relations Associate

    2 weeks ago

    Grapevine, United States Elite GI. Full time

    Job DescriptionJob DescriptionAt Elite Generations, our dedicated team is deeply committed to making a positive impact on our community. We're looking for a Client Relations Associate to provide exceptional assistance to our nonprofit clients, new and existing, in their efforts to expand their charitable outreach. In this role, you'll take a...

  • Client Services Associate

    4 weeks ago

    Grapevine, United States Kestra Financial Independent Advisor Full time

    Job DescriptionJob DescriptionFull-time, Client Service Associate (CSA)RequirementsSummary:Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive,...

  • Client Services Associate

    4 weeks ago

    Grapevine, Texas, United States Kestra Financial Independent Advisor Full time

    Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined...

  • Warehouse Maintenance Associate

    3 weeks ago

    Grapevine, United States OnTrack Staffing Grapevine, TX Full time

    Job DescriptionJob DescriptionWe are currently seeking a Warehouse Maintenance Associate to join our team! You will be responsible for completing work orders and other required tasks. SUMMARYThe Warehouse Maintenance Associate  provides entry-level support to the Maintenance Department by applying predictive and preventive maintenance procedures for all...

  • GAP Claims Manager

    24 hours ago

    Grapevine, United States CareGard Warranty Services Full time

    CareGard continues to grow . Interested in making your mark? Want to work for a company that will celebrate your wins while promoting your development? Then CareGard is the place for you! As an essential employer celebrating 30 years in the automotive industry, we take great pride in providing prompt, reliable service to our clients without interruption. One...

  • Service Business Development Manager

    1 month ago

    Grapevine, United States Way Mechanical Full time

    Job DescriptionJob DescriptionWay Mechanical, Ltd is one of the nation’s largest and most experienced mechanical contractors, specializing in the design/build of commercial air conditioning, plumbing/piping, energy retrofits, and the maintenance of these systems. The Service Business Development Manager will provide companywide business development...

  • Cashier/Sales Associate

    2 weeks ago

    Grapevine, United States GPM Investments Full time

    Warm Customer Greetings: Greet customers with a friendly demeanor as they enter the store, providing fast and efficient service while expressing gratitude for their patronage. Cash Handling Expertise: Master the art of ringing up customer sales using Sales Associate, Cashier, Sales, Associate, Shift

  • Associate Graphic Designer

    4 weeks ago

    Grapevine, Texas, United States GameStop Full time

    At GameStop, we are committed to providing exceptional service and delivering the latest and greatest in gaming products to our customers. As a leading global retailer of video games, electronics, and gaming merchandise, we take pride in offering a wide range of products that cater to the needs and desires of gamers worldwide. Our mission is to create...

  • Guest Services Supervisor

    2 weeks ago

    Grapevine, United States Great Wolf Lodge Full time

    Pay: $18.75 per hour At Great Wolf, the  Guest Services Supervisor  brings joy to families through active involvement in daily front desk and lodge operations. This leadership role is critical in executing on business requirements, supporting the guest services team, and interacting with guest and pack members to enhance their experience and maximize...

  • Bilingual Patient Service Specialist

    5 days ago

    Grapevine, United States ADASTAFF Medical Full time

    Job DescriptionJob DescriptionOverview:We are seeking a dedicated Bilingual Patient Services Representative to join our healthcare team. The ideal candidate will have experience in medical office administration and patient service, ensuring a smooth and efficient front desk operation. The position is a 13wk contract with possible permanent job offer....

  • Room Service Runner

    3 weeks ago

    Grapevine, Texas, United States Gaylord Texan Resort & Convention Center Full time

    Additional Information Open Availability, SeasonalJob Number Job Category Rooms & Guest Services OperationsLocation Gaylord Texan Resort & Convention Center, 1501 Gaylord Trail, Grapevine, Texas, United States VIEW ON MAPSchedule Part-TimeLocated Remotely? NRelocation? NPosition Type Non-ManagementPosition SummaryOur jobs aren't just about moving items from...

  • Room Service Runner

    2 weeks ago

    Grapevine, United States Marriott International Inc Full time

    Additional Information Open Availability, Seasonal Job Number 24075667 Job Category Rooms & Guest Services Operations Location Gaylord Texan Resort & Convention Center, 1501 Gaylord Trail, Grapevine, Texas, United States VIEW ON MAP Schedule Part-Time Located Remotely? N Relocation? N Position Type Non-Management POSITION SUMMARY Our jobs arent just about...

  • Claims Adjuster I

    1 month ago

    Grapevine, United States CareGard Warranty Services Full time

    Job DescriptionJob DescriptionCareGard continues to grow!!Who is CareGard?CareGard Warranty Services, Inc. is an extended warranty company that administers vehicle service contracts and other vehicle protection products sold through car dealerships, finance companies and automotive manufacturers (OEM). Founded in 1994, on the premise of delivering superior...

  • Customer Service Representative

    2 days ago

    Grapevine, United States FYZICAL Texas Rexes Full time

    Job DescriptionJob DescriptionIf you have a passion for helping others and enjoy interacting with the general public, FYZICAL, the leading physical therapy company in the country, has a Customer Service Representative opening in Grapevine, TX, that is a perfect fit for you!As the first and last person our amazing clients see when they enter and leave our...

  • Claims Adjuster II

    2 weeks ago

    Grapevine, United States CareGard Warranty Services Full time

    CareGard continues to grow. Interested in making your mark? Want to work for a company that will celebrate your wins while promoting your development? Then CareGard is the place for you! Are you a skilled mechanic searching for a company willing to invest in you? Are you looking for growth & stability in today's not-so-stable environment? (We did not lay...

  • Claims Adjuster II

    4 weeks ago

    Grapevine, United States CareGard Warranty Services Full time

    Job DescriptionJob DescriptionCareGard continues to grow. Interested in making your mark? Want to work for a company that will celebrate your wins while promoting your development? Then CareGard is the place for you!Are you a skilled mechanic searching for a company willing to invest in you?  Are you looking for growth & stability in today’s...

  • Claims Adjuster II

    6 days ago

    Grapevine, United States CareGard Warranty Services Full time

    Job DescriptionJob DescriptionCareGard continues to grow. Are you interested in making your mark? Do you want to work for a company that will celebrate your wins while promoting your development? Then CareGard is the place for you!Are you a skilled mechanic searching for a company willing to invest in you?  Are you looking for growth & stability in...

  • Claims Adjuster II

    2 days ago

    Grapevine, United States CareGard Warranty Services Full time

    CareGard continues to grow. Are you interested in making your mark? Do you want to work for a company that will celebrate your wins while promoting your development? Then CareGard is the place for you! Are you a skilled mechanic searching for a company willing to invest in you? Are you looking for growth & stability in today's not-so-stable environment? (We...

  • Cleaning Supervisor

    2 days ago

    Grapevine, United States Whitlock Building Services, LLC Full time

    Job DescriptionJob DescriptionWe are currently looking for a 1st Shift (7:30 AM - 4:30 PM) and 2nd Shift (6:30 PM - 4:00 AM) Working Cleaning SupervisorsPrevious experience in Commercial Cleaning Supervision a plus (i.e. JaniKing, Service Masters, etc.)Please be prepared to provide the following: • Must have a dependable vehicle, a driver license, and...