Client Service Associate
3 days ago
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
- 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
- Competitive salary and benefits package
- Flexible paid time off
- Opportunities for professional growth and development
- Collaborative and supportive work environment
If you are a motivated and detail-oriented individual with a passion for client service, please submit your application today.
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