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Client Service Associate

2 months ago

San Antonio, Texas, United States Stone Oak Wealth Management Full time
About the Role

We are seeking a highly skilled and motivated Client Service Associate to join our team at Stone Oak Wealth Management. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.

Key Responsibilities
  • Provide timely and effective service to clients, including responding to inquiries, resolving issues, and completing tasks as assigned.
  • Assist in the preparation of client documents, reports, and other materials as needed.
  • Coordinate and follow up on client transfers, applications, and other transactions.
  • Maintain accurate and up-to-date records and databases.
  • Communicate effectively with clients, staff, and other stakeholders to ensure seamless service delivery.
Requirements
  • Associate degree or equivalent experience preferred.
  • Financial industry experience required, with a focus on client service and support.
  • 5+ years of experience working in a fast-paced office environment, preferably in a financial services setting.
  • Securities license required (Series 65 or 66), Life and Health license preferred.
  • Excellent communication, organizational, and technical skills.
  • Ability to work independently and as part of a team.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • A dynamic and supportive work environment.
  • Flexible paid time off and a comprehensive benefits package.