Client Associate

7 days ago


San Antonio, Texas, United States SWBC Full time
Job Title: Client Associate

SWBC is seeking a highly skilled and motivated individual to join our team as a Client Associate. This role is responsible for providing exceptional support to our Financial Advisors, assisting with client relationships, and contributing to the growth and success of our business.

Key Responsibilities:
  • Assist Financial Advisors with client appointments, scheduling, and follow-up activities.
  • Provide exceptional customer service to clients, responding to inquiries, and resolving issues in a timely and professional manner.
  • Support the development and implementation of marketing campaigns to attract new clients and retain existing ones.
  • Assist with data entry, record-keeping, and reporting to ensure accurate and up-to-date information.
  • Collaborate with the team to achieve business objectives, including sales targets and client satisfaction.
Requirements:
  • Bachelor's degree in Business, Finance, Marketing, or related field.
  • Minimum of 2 years of experience in a related field, preferably in investment-based sales support or client relationship management.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Proficient in Microsoft Office, including Word, Excel, and PowerPoint.
  • Ability to work in a fast-paced environment, prioritize tasks, and meet deadlines.
What We Offer:
  • Competitive compensation package.
  • Opportunities for career growth and professional development.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.


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