Client Service Associate

3 weeks ago

Houston, United States RIA Recruiting Full time

Gessner Wealth Strategies, LLC, is an independent wealth management firm in Houston, TX, where financial planning and client service comes first. We are seeking a full-time experienced Client Service Associate to join our team. We have a strong culture, competitive salary, and an upbeat workplace that make our firm an outstanding employer of choice. Find out more about the firm at

We pride ourselves on providing outstanding service to our clients through a personalized approach to financial planning and wealth management. This position is the primary contact for the firm - and the face of the firm. If you enjoy working in a fast-paced environment where every day will present new opportunities and challenges, you could be a great fit for this position 

Salary and Benefits

  • The salary range will be $65K-80K, based on experience
  • PPO health insurance including dental and vision
  • Short-term and long-term disability
  • Life insurance
  • 401(k) with a non-elective Safe Harbor contribution (firm pays into 401(k) even if you do not)
  • Profit Sharing Plan
  • PTO with additional sick time
  • Strong firm culture based on improvement and growth
  • Excellent opportunity for advancement

Responsibilities

  • Communicate with clients on outstanding requests and issues and schedule appointments
  • Application paperwork with Schwab for new clients accounts and money movement
  • Administrative tasks for the firm such as sending out newsletters, birthday and Xmas cards, filing, light compliance work, social media posting, ordering supplies, etc.
  • Update and document tasks in our CRM – Redtail
  • Provide top notch client service with systematic follow up
  • Recommend process improvements for the rm on an ongoing basis – we want to hear how you can make the rm better
  • Qualify prospects that contact the firm and assist with onboarding new clients using our documented systems and processes
  • Resolve issues effectively – seeing real problems and solving the problems in a practical and helpful manner

Requirements

  • 1-5 years of financial services experience, preferably within an independent RIA
  • Administrative experience in an office environment
  • Experience working with a CRM is preferred
  • MS Office skills with proficient Excel.  Willing to take courses to advance Excel proficiency
  • Strong interpersonal skills, with the ability to work well with clients and teammates
  • Emphasize careful attention to detail and a commitment to high-quality outcomes
  • Self-Starter with ability to meet deadlines and manage your own time effectively – we do not micromanage
  • Strong work ethic – willing to go the extra mile
  • Excellent verbal and written communication skills
  • Good problem solving and time management skills
  • Critical thinker who naturally looks for process improvements
  • Ability to prioritize and manage projects as well as individually assigned tasks to meet deadlines
  • NOT required, but would be a plus – experience with MoneyGuide Pro, Schwab or Fidelity, Redtail, Orion, Morningstar Advisor Workstation, Precise FP

The Process

Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments in the process.

Please do not contact the firm directly, we are using a recruiting service to handle the initial steps of the hiring process. If you are interested in the position please submit your resume through this ad. Outside recruiters, please do not contact the firm directly.

We are an Equal Opportunity Employer.

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