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Client Services Representative

1 month ago

Dallas, Texas, United States EQ Wealth Advisors Full time
Job Title: Client Services Associate

At EQ Wealth Advisors, we are seeking a highly skilled and dedicated Client Services Associate to join our team.

Job Summary:

The Client Services Associate will be responsible for providing exceptional customer service to our clients by answering inquiries, resolving issues, and ensuring customer satisfaction.

Key Responsibilities:

  • Manage client accounts, including account opening and transactions processing
  • Assist in financial reporting and service requests
  • Provide exceptional customer service to clients
  • Work collaboratively with the team to achieve goals and objectives

Requirements:

  • Excellent communication and interpersonal skills
  • Customer service skills and ability to ensure customer satisfaction
  • Knowledge of finance and financial products
  • Strong attention to detail and accuracy in processing transactions
  • Ability to multitask and manage competing priorities

Preferred Qualifications:

  • Bachelor's degree in finance, business, or related field
  • Minimum of 2 years experience as a Client Services Associate
  • Experience with Charles Schwab

What We Offer:

  • 401K matching
  • Health benefits
  • Opportunities for professional growth and development

Work Environment:

The Client Services Associate will be required to work three days per week on-site in the Dallas office.