Client Service Associate

2 weeks ago

Austin, United States Cary Street Partners Full time

The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of client operations including opening new accounts and account maintenance. The Client Service Associate must be detail oriented and have the flexibility and ability to prioritize various projects and take initiative on tasks.

This role is for our Austin office and is on-site.

Position Responsibilities and Essential Functions

  • Maintains confidential and time sensitive material.
  • Maintains various aspects of client accounts including opening new accounts, processing and submitting documents, and initiation and filing of client Investment Consulting Agreement.
  • Possesses exceptional client service skills in working with ultra-high net worth clients and complex financial arrangements.
  • Adheres to all CSP compliance policies, procedures, and standards.
  • Maintains client hard copy and electronic files.
  • Handles alerts and action items from platforms.
  • Masters custodial, portfolio management, and customer relationship management software and platforms.
  • Manages quarterly billing process for client accounts.
  • Supports Financial Advisor by preparing correspondence and commentary, client proposals, presentations, and spreadsheets.
  • Assists with client presentations, including preparing, assembling and proofreading various documents for client books, PowerPoint and Excel documents for presentations, and marketing material and various forms.
  • Schedules client meetings, maintains Financial Advisors calendar, books conference rooms, and orders lunches, drinks or snacks.
  • Assists with seminars through preparation and maintenance of invitee and attendee list, preparation and mailing of invitations and maintenance of responses, and vendor relations concerning orders and logistics.
  • Maintains information in the contact management system.
  • Assistswith formulation of policies and procedures in regardto opening accounts, maintenance of client files, monthly preparation of information for client billing and other operational functions performed on a regular basis.
  • Performs various administrative functions such as answering and directing incoming telephone calls; opening, dating and sorting of incoming mail; and preparing outgoing mail, courier or delivery service packages.
  • Maintains regular and reliable attendance.

Professional Experience

  • Three plus years of prior financial services industry experience in operations or as a sales assistant preferred.
  • Bachelors degree required.
  • Knowledge of Charles Schwab platform preferred.
  • Knowledge of Black Diamond system preferred.
  • Knowledge of eMoney software preferred.

Personal Attributes

  • Ability to work effectively on multiple projects with excellent attention to detail and follow through.
  • Collaborative team player with positive attitude.
  • Unquestionable integrity and good judgment.
  • Ability to learn new processes quickly, take initiative, and multi-task with little supervision.
  • Excellent verbal and written skills.
  • Ability to organize and prioritize work with attention to detail.

All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, sexual orientation, gender identity, national origin, medical condition including pregnancy and childbirth, disability, veteran status, or marital or parental status. Cary Street Partners participates in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States.

  • Client Service Associate

    3 weeks ago

    Austin, United States Cary Street Partners Full time

    The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of...

  • Client Service Associate

    2 weeks ago

    Austin, United States Cary Street Partners Full time

    The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of...

  • Client Service Associate

    2 weeks ago

    Austin, United States Waverly Advisors, LLC Full time

    Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...

  • Client Service Associate

    3 weeks ago

    Austin, United States Waverly Advisors, LLC Full time

    Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...

  • Client Service Associate

    2 weeks ago

    Austin, United States Waverly Advisors LLC Full time

    Waverly Advisors primary goal is to serve our clients, one another, and our communities. We arent your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our...

  • Client Services Associate

    2 days ago

    Austin, United States TransPerfect Full time

    Who We AreDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...

  • Client Services Associate

    2 days ago

    Austin, United States TransPerfect Full time

    Who We AreDo you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow them to communicate, operate and sell their products and services efficiently and effectively? And are you the type of person who enjoys working in an...

  • Cary Street Partners | Client Service Associate

    3 weeks ago

    austin, United States Cary Street Partners Full time

    The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of...

  • Cary Street Partners | Client Service Associate

    2 weeks ago

    Austin, United States Cary Street Partners Full time

    The Client Service Associate provides primary support to the Wealth Management Group and must possess excellent organizational skills and interpersonal capabilities to effectively interact with employees, clients, and vendors. The position will provide support to Financial Advisors, be responsible for all administrative duties, and assist in all areas of...

  • Waverly Advisors, LLC | Client Service Associate

    3 weeks ago

    austin, United States Waverly Advisors, LLC Full time

    Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...

  • Waverly Advisors, LLC | Client Service Associate

    2 weeks ago

    Austin, United States Waverly Advisors LLC Full time

    Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...

  • Waverly Advisors, LLC | Client Service Associate

    11 hours ago

    austin, United States Waverly Advisors, LLC Full time

    Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting...

  • Client Service Representative

    4 months ago

    Austin, United States Corporation Service Company Full time

    Job DescriptionClient Service RepresentativeAustin, TX (Onsite)Monday - Friday, 9:00am-6:00pmAre you passionate about delivering exceptional service? Us too.We're hiring a Client Service Representative for our Annual Reports Preparation & File team. You'll work directly with our clients (other companies) and teams at CSC to provide solutions that help their...

  • Client Service Representative

    4 months ago

    Austin, United States Corporation Service Company Full time

    Job DescriptionClient Service RepresentativeAustin, TX (Onsite)Monday - Friday, 9:00am-6:00pmAre you passionate about delivering exceptional service? Us too. We're hiring a Client Service Representative for our Annual Reports Preparation & File team. You'll work directly with our clients (other companies) and teams at CSC to provide solutions that help their...

  • Veterinary Client Services Associate

    7 days ago

    Austin, Texas, United States Pet Specialists of Austin Full time

    Customer Experience CoordinatorPet Specialists of Austin is dedicated to delivering an exceptional customer experience for our clients and their pets. As a Customer Experience Coordinator, you will be responsible for ensuring our clients receive the best possible service. If you're passionate about animals and have excellent communication skills, we want to...

  • Associate, Client Communities

    3 months ago

    Austin, United States Dimensional Fund Advisors, L.P. Full time

    Notes to applicants: Dimensional sees great value from collaborating in our offices and appreciates the benefits of flexibility. Most roles fit our office-first hybrid approach: We are together on our campuses Tuesdays, Wednesdays, and Thursdays and have the choice to work in the office or remotely, depending on what is best for that work day, on Mondays...

  • Client Services Associate Position

    3 days ago

    Austin, Texas, United States Diversified Sourcing Solutions Full time

    We are seeking a detail-oriented and highly organized Member Enrollment Specialist to join our team. In this role, you will be the first point of contact, providing exceptional customer service to clients.Key ResponsibilitiesConduct outbound calls to communicate effectively with clients.Assist clients in downloading and utilizing their mobile...

  • Senior Client Associate

    4 months ago

    Austin, United States Gallagher Full time

    Introduction: Discover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock...

  • Solomon Page | Client Services Associate | austin, tx

    2 months ago

    Austin, United States Solomon Page Full time

    Our client, a national financial services company, is looking to hire a Client Services Associate in Austin, TX. This position is a hybrid role. Salary: $35-$38k Responsibilities: Interfaces with customers to resolve 1st and 2nd tier / escalated customer service issues. Investigates, analyzes, coordinates and tracks moderately complex customer issues....

  • Registered Client Associate

    2 weeks ago

    Austin, United States D.A. Davidson Full time

    D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage...