Experienced Client Service Representative

1 week 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 requires a strong background in financial services, including knowledge of various investment account types and experience with transferring investment assets.

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 in financial services, including knowledge of various investment account types (IRAs, Roth IRAs, 401(k)s, annuities, life insurance) and experience with transferring investment assets.
  • Proficiency with technology and ability to quickly learn and navigate various online platforms.
Preferred Qualifications
  • 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
Work Environment
  • Full-time position
  • 8 hour shift


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