Client Services Associate

7 days ago

Cypress, United States Centric Advisors, LLC Full time
Job DescriptionJob Description

Centric is an independent, privately held wealth advisory firm that assists clients from around the nation in making effective financial decisions through a relationship based on trust, personalized service, and uncompromising integrity. We make our client’s financial journey simple and straightforward, providing consistent, anchored support every step of the way. Centric was named fastest growing investment advisor recognized in Texas by Inc. Magazine consecutively in August 2021, 2022, and 2023. To learn more about Centric, please visit www.centric.org.

Job Description

Centric is seeking a Client Experience Liaison / Team Lead to assist us in our mission of helping clients live their best life and reach their financial goals. This is your chance to play a key role in the future success of our fast-growing firm. Your role plays an important role in setting the tone for the firm. As the first and last person clients see when they are in the office, you are instrumental in making sure clients have a positive experience. This individual serves as the primary point of contact for our clients regarding service requests.

Job Location

12549 Louetta Road, Cypress, TX 77429 - This position entails a full-time commitment with an on-site work requirement; remote work is
not available.

Essential Functions

  • Cordially and professionally answer incoming calls, greet clients, take messages, and manage our front desk.
  • Engage directly with clients and advisors, providing assistance with administrative tasks.
  • Manage the calendar; set appointments and meetings for Advisors. Attend meetings as requested.
  • Arrange lunch and dinner reservations for client meetings as needed.
  • Maintain the cleanliness and organization of conference rooms, break room facilities, and front desk.
  • Utilize our Centec CRM application proficiently to execute various tasks, including task submission/assignment, running dialogues (onboarding/offboarding of clients, new contracts, etc.), and managing contact information.
  • Interact with Advisors to prepare and submit client paperwork on DocuSign & Adobe Sign and facilitate money movements and account maintenance request on behalf of our clients through our Custodian platforms with Schwab and Fidelity.
  • Handle diverse administrative duties, including filing, scanning, mailing/FedEx, and contribute to special projects, such as organizing client or employee events.

Minimum Requirements

  • High School Diploma (required)
  • College Graduate (preferred)
  • Minimum of 5 years in customer service experience in a business to consumer environment required.

Work Experience required to competently achieve responsibilities

  • Excellent written and oral communication skills.
  • Computer proficiency – specifically ability to use Microsoft Office applications.
  • Customer focus
  • Valid State Driver's License
  • Previous back-office operations or executive/administrative assistant experience (preferred); experience in financial planning, securities industry, trust and estates, or a law firm is a plus

Physical Demands

  • Lifting less than 20 lbs.

Work Environment

  • Ability to work in an office environment.
  • The functions, qualifications, responsibilities, and requirements listed above represent the essential functions of the job, which the incumbent must be able to perform either with or without reasonable accommodation. The listed Essential Functions do not necessarily include all activities that the incumbent may perform.
  • Flexible team player who is highly adaptable to change and open to new ideas

    Centric Advisors, LLC. and its affiliates are an Equal Opportunity Employer – EOE/M/F/Disabled/Veterans. Centric is committed to working with and providing reasonable accommodation to individuals with physical and mental disabilities.

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