Financial Services Client Support Specialist

4 weeks ago

Plano, United States Strategic Wealth Partners Full time

About Us: Strategic Wealth Partners is an independent financial advisory company based in Dallas, Texas, with over 25 years of experience guiding clients through their financial journeys. We specialize in financial independence and retirement planning, offering a holistic approach that includes estate planning, financial planning, and charitable planning. Supported by LPL Financial,  a Fortune 400 company with over 30 years of experience, we leverage top-tier research and resources while maintaining our independence. Our beautiful office is located in Plano, Texas, where our cohesive and fast-paced team delivers exceptional service to our prestigious clients.


Position Overview: As a Senior Client Relationship Manager & Financial Advisor Support Specialist, you will play a dual role in ensuring exceptional client experience and providing critical support to our financial advisors. You will be responsible for managing client interactions, preparing for client meetings, processing financial transactions, and maintaining accurate records. This role requires a proactive problem solver who can effectively prioritize tasks, communicate clearly, and work both independently and as part of a team. This role is in our Plano office and is NOT a remote position.


Key Responsibilities:

•             Serve as the primary point-of-contact for clients, delivering exceptional service and resolving inquiries promptly.

•             Prepare and submit investment, retirement, and insurance paperwork tracking progress and following up as needed.

•             Prepare client account reviews by compiling reports, statements, illustrations, and product information ahead of advisor meetings.

•             Process financial transactions such as deposits, withdrawals, transfers, trades, and distributions, ensuring accuracy and compliance.

•             Communicate with clients to gather necessary information for financial planning, and manage follow-up tasks from meetings.

•             Maintain and update client records and meeting notes in our CRM system (Redtail), ensuring data integrity and confidentiality.

•             Collaborate with financial planners, investment teams, and other advisors to provide seamless service and support.

•             Provide regular practice updates to the practice owner, ensuring all tasks are completed efficiently and on time.

 

About You:

•             You are highly organized, detail-oriented, and capable of managing multiple competing priorities.

•             You are a warm, friendly communicator who excels at gathering information and maintaining strong client relationships.

•             You are able to communicate effectively and clearly to clients, teammates, and advisors.

•             You are trustworthy to carry out a task to completion by the due date without oversight.

•             You have a knack for identifying errors, closing gaps, and ensuring all details are accounted for.

•             You are adaptable, able to pivot to changing priorities, and thrive in dynamic settings.

•             You are proficient in Microsoft Office Suite (Excel, Word, Outlook) and quickly learn new computer systems.

•             You enjoy working independently, are self-motivated, and are not afraid to ask questions when needed.


Qualifications:

•             3 to 5 years of experience in the financial services industry, with a strong background in client service and support.

•             Valid licenses or certifications from relevant regulatory bodies (e.g., FINRA, SEC, state authorities).

•             Experience supporting financial advisors or entrepreneurs, with a demonstrated ability to prepare for client meetings and handle business processing.

•             Strong proficiency in CRM/database systems, particularly Redtail, is a plus.

•             Excellent verbal and written communication skills, with a professional and engaging demeanor.

•             Ability to thrive in a fast-paced, deadline-driven environment while maintaining attention to detail and organization.

 

What We Offer:

•             A supportive and professional work environment with a competitive salary commensurate with experience.

•             Comprehensive benefits package including 401K, health plan, generous paid holidays, and personal time off.

•             Direct hire opportunity with a Monday to Friday, 8 AM to 5 PM schedule.

•             Annual bonus opportunities based on performance.


Join Our Team: If you are a proactive, detail-oriented professional with a passion for client service and financial advisory support, we want to hear from you. Apply today to become a key player in a team that values excellence, collaboration, and making a difference in our clients' lives

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