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Experienced Client Service Representative

2 months ago

Austin, Texas, United States Upstream Investment Partners, LLC. Full time
Job Summary

We are seeking a highly skilled and experienced Administrative Assistant to support our team of Financial Advisors at Upstream Investment Partners, LLC.

This role offers significant growth potential within the firm and is ideal for individuals with a strong background in financial services and excellent communication skills.

Key Responsibilities
  • Client Service and Onboarding:
    • Onboard new clients with investment accounts and annuity/life contracts.
    • Provide ongoing service to clients, addressing any issues or clarifications.
  • Administrative Support:
    • Handle new account paperwork, asset transfers, and follow-ups with custodians and insurance carriers.
    • Manage scheduling, phone calls, and day-to-day office management tasks.
  • Technology and System Management:
    • Navigate multiple online systems to process business transactions and support advisors.
Requirements
  • Experience: At least 2 years of experience in financial services, including knowledge of various investment account types and experience with transferring investment assets.
  • Skills and Attributes:
    • Excellent relationship-building skills with coworkers, advisors, and clients.
    • Professional communication with custodians, advisors, and clients.
    • Strong attention to detail and ability to manage high volumes of tasks in a fast-paced environment.
    • Willingness to support various projects across departments and maintain a productive, energetic outlook.
Benefits
  • 401(k) plan
  • Dental insurance
  • Health insurance
  • Life insurance
  • Professional development assistance
  • Vision insurance
Work Environment
  • Full-time position
  • 8 hour shift