Client Service Associate

3 days ago


San Antonio, Texas, United States Stone Oak Wealth Management Full time
Job Title: Registered Client Service Associate

We are seeking a highly skilled and motivated Registered Client Service Associate to join our team at Stone Oak Wealth Management in San Antonio, TX.

Job Summary:

The ideal candidate will possess excellent client service skills, a strong attention to detail, and the ability to work effectively in a fast-paced office environment. As a Registered Client Service Associate, you will be responsible for servicing the existing client base, including beneficiary changes, database management, and client appointment preparation.

Key Responsibilities:
  • Provide exceptional client service, responding to client inquiries and resolving issues in a timely and professional manner
  • Manage client databases, ensuring accuracy and up-to-date information
  • Prepare client account summaries and other materials for review meetings
  • Coordinate client appointments and meetings with financial advisors
  • Assist with client onboarding and account setup
  • Perform other administrative tasks as needed to support the team
Requirements:
  • Associate degree preferred
  • Financial industry experience required
  • 5+ years working alongside a financial advisor in a fast-paced office environment
  • Securities license required – Series 65 or 66, Life and Health preferred
  • Experience with MS Office Suite and CRM software
  • Excellent communication and organizational skills
Benefits:
  • Competitive salary and benefits package
  • Flexible paid time off
  • Opportunities for professional growth and development
  • Collaborative and supportive work environment
How to Apply:

If you are a motivated and detail-oriented individual with a passion for client service, please submit your application today.



  • San Antonio, Texas, United States Stone Oak Wealth Management Full time

    About the RoleWe 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 ResponsibilitiesProvide timely and effective service to clients, including responding to...


  • San Antonio, Texas, United States Stone Oak Wealth Management Full time

    About the RoleWe 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 ResponsibilitiesProvide timely and effective responses to client inquiries and requestsManage...


  • San Antonio, Texas, United States Advisor Employee Services Full time

    Job Summary:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Advisor Employee Services. As a Client Service Associate, you will be responsible for providing exceptional client service and support to our financial advisors and clients.Key Responsibilities:Provide timely and accurate responses to client inquiries...


  • San Antonio, Texas, United States JES HERNANDEZ INS INC Full time

    Position OverviewJob Title: Client Services AssociateCompany: JES HERNANDEZ INS INCRole Summary:We are seeking a dedicated and bilingual Client Services Associate to support our insurance sales operations. This full-time position requires a reliable individual who is enthusiastic about assisting clients and driving sales.Key Responsibilities:- Provide...


  • San Antonio, Texas, United States Daily Dot Art Full time

    Welcome to Daily Dot Art, where we bring your brand to life. We're a team of passionate creatives dedicated to delivering exceptional service to our clients. We're seeking a motivated and detail-oriented Client Service Associate to join our team in San Antonio, TX. This role involves managing client relationships, ensuring client satisfaction, and providing...


  • San Antonio, Texas, United States SWBC Full time

    About the RoleSWBC is seeking a highly skilled and motivated individual to join our team as a Client Service Associate. This is an exciting opportunity to work with a leading financial services company and contribute to the success of our business.Key ResponsibilitiesProvide exceptional customer service to our clients, responding to their inquiries and...


  • San Antonio, Texas, United States Army & Air Force Exchange Service Full time

    Join Our Team as a Customer Experience Associate Leverage your skills in customer service within the Electronics sector to assist clients in enhancing their everyday lives through innovative digital products. Your enthusiasm for technology will empower you to assist customers in discovering state-of-the-art devices, turning their shopping experience into an...


  • San Antonio, Texas, United States Barkaritaville Pet Resort Full time

    Job OverviewBarkaritaville Pet Resort is seeking a Full-Time Client Service Associate to deliver exceptional service that enhances the experience for both our human and animal clients. If you are passionate about providing outstanding customer care and have a love for pets, this role may be a great fit for you.This position offers a starting salary of $15.00...


  • San Antonio, Texas, United States Capital Group Full time

    "I can excel as a Client Services Associate for Retirement Plans at Capital Group." In the role of a Client Services Associate, you will manage a high volume of incoming calls, delivering exceptional service to clients involved in retirement plans. Your goal will be to ensure that callers feel valued and supported while addressing their inquiries...


  • San Antonio, Texas, United States Michele Harris Meeks - State Farm Agent Full time

    Job DescriptionPosition Overview:Are you a personable individual with a passion for customer service? If you enjoy creating a welcoming atmosphere and ensuring clients feel appreciated, a position with Michele Harris Meeks - State Farm Agent could be the right fit for you. Our agency specializes in offering State Farm insurance and financial service...


  • San Antonio, Texas, United States Michele Harris Meeks - State Farm Agent Full time

    Job DescriptionPosition Overview:Are you a personable individual with a passion for customer service? If you enjoy creating a welcoming atmosphere and ensuring clients feel appreciated, this role with Michele Harris Meeks - State Farm Agent could be an excellent fit for you. Our agency specializes in marketing State Farm insurance and financial service...


  • San Antonio, Texas, United States Lutheran Immigration And Refugee Service Full time

    Reporting to the Manager for Field Operations, the Client Services Supervisor oversees the delivery and documentation of case management, employment, and other required services to newly arriving refugees, asylum seekers, and other Office of Refugee Resettlement (ORR) eligible populations, as well as ongoing support services in accordance with the contracts...


  • San Antonio, Texas, United States Family Service Association of San Antonio Inc Full time

    Job SummaryThe Intake Coordinator/Enrollment Specialist identifies and directly coordinates, provides contacts, refers or otherwise arranges for individuals to receive services as needed, while ensuring that services provided are in alignment with the Social Determinants of Health through a trauma-informed care lens as defined by the agency.Key...


  • San Antonio, Texas, United States Advisor Employee Services Full time

    {"title": "Registered Client Service Associate", "description": "Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Representative to join our team at Advisor Employee Services. As a key member of our financial services firm, you will be responsible for providing exceptional client service, managing client relationships, and...


  • San Antonio, Texas, United States Methodist Le Bonheur Healthcare Full time

    Overview Are you seeking a fulfilling career as a Print Center Client Associate II with a reputable organization? Methodist Le Bonheur Healthcare, a leader in healthcare services, offers an exciting opportunity for you to join our dedicated team. Employee Benefits At Methodist Le Bonheur Healthcare, we provide a comprehensive rewards package that...


  • San Antonio, Texas, United States Vcajobs Full time

    Client Service RepresentativeCategory: Hospital Client ServiceJob Overview:As a vital member of our team, the Client Service Representative plays a crucial role in ensuring exceptional service delivery to our clients and their pets. This position encompasses a variety of responsibilities aimed at fostering a welcoming and efficient environment.Key...


  • San Antonio, Texas, United States Ward Getz and Associates PLLC Full time

    Job Overview:At Ward Getz and Associates PLLC, we are seeking a dedicated Client Manager to join our team. This role is pivotal in ensuring that our clients receive exceptional service and support throughout their project lifecycles. Key Responsibilities:Establish and nurture strong relationships with clients, acting as their primary contact for all...


  • San Antonio, Texas, United States Daily Dot Art Full time

    Job Description:At Daily Dot Art, we're seeking a highly motivated and detail-oriented Client Service Associate to join our team. As a key member of our client-facing team, you will be responsible for managing client relationships, ensuring client satisfaction, and providing exceptional support for various projects.Key Responsibilities:Client Relationship...


  • San Antonio, Texas, United States Nerd Power Full time

    Job DescriptionClient Relations AssociateCompensation: $18 per hourJob Overview:Are you skilled in managing multiple tasks while providing outstanding customer support? Nerd Power is looking for a Client Relations Associate to enhance our team. In this position, you will be the welcoming voice of our organization, ensuring customers receive exceptional...


  • San Antonio, Texas, United States Vcajobs Full time

    Customer Support SpecialistCategory: Veterinary Client ServicesJob Overview:As a vital member of our team, the Customer Support Specialist plays a crucial role in ensuring exceptional service for our clients and their pets. This position involves a variety of responsibilities aimed at enhancing the client experience.Key Responsibilities:Perform customer...