Financial Services Coordinator

13 hours ago


Austin, Texas, United States REAP Financial Full time
{"title": "Client Service Administrator", "description": "Job Summary

REAP Financial Group, LLC is seeking a highly organized and detail-oriented Client Service Administrator to join our team in Austin, TX. As a key member of our financial services team, you will be responsible for providing exceptional client service, managing databases, and preparing for client appointments.

Key Responsibilities
  • Handle incoming client service calls and respond to client inquiries in a timely and professional manner.
  • Process new business applications and updates, ensuring accuracy and attention to detail.
  • Maintain an organized filing system and ensure compliance with company policies and procedures.
  • Assist with client appointments and events, providing exceptional customer service and ensuring a positive experience.
  • Ensure efficiency and productivity in all aspects of the role, identifying opportunities for process improvement and implementing changes as needed.
Requirements
  • Financial or insurance industry experience, preferably in a fast-paced office environment.
  • CRM experience and proficiency in database management.
  • Texas Life Insurance License or Series 65 preferred, but not required.
Benefits
  • Competitive salary range: $45,000 - $60,000/year, depending on experience.
  • Comprehensive benefits package, including health, dental, and vision coverage.
  • PTO and 401(k) with matching and profit sharing.
  • Hybrid-remote work options and incentive bonuses.
  • Company trips and opportunities for professional growth and development.
Work Environment

Monday - Friday, 9am - 5pm, in a dynamic and supportive team environment.

", "lang_code": "en"}

  • Austin, Texas, United States REAP Financial Full time

    Client Service SpecialistAt REAP Financial Group, we're dedicated to empowering families to reimagine what matters most. As a Client Service Specialist, you'll play a vital role in ensuring the smooth day-to-day operations of our practice while providing exceptional customer service to our clients and prospects.Key Responsibilities:Process new business...


  • Austin, Texas, United States Independent Financial Services Full time

    About Our TeamWe are a dynamic team at Independent Financial Services, dedicated to providing exceptional financial solutions to our clients. As a Financial Center Service Associate, you will play a vital role in helping us achieve our mission.Key ResponsibilitiesProvide top-notch customer service to our clients, ensuring their financial needs are met with...


  • Austin, Texas, United States ATX Financial Group Full time

    Job OpportunityWe are seeking a skilled Financial Services Representative to join our team at ATX Financial Group. As a key member of our team, you will work closely with clients to develop tailored financial plans, providing guidance on investments, retirement planning, and wealth management.About the RoleThis is an exciting opportunity to work with a...


  • Austin, Texas, United States ATX Financial Group Full time

    Job OverviewATX Financial Group is seeking a skilled Financial Services Representative to join our team. As a key member of our team, you will work closely with clients to develop tailored financial plans, providing guidance on investments, retirement planning, and wealth management.Key Responsibilities:Consult with clients to assess their financial needs...


  • Austin, Texas, United States Kestra Financial Independent Advisor Full time

    We are a dedicated financial services team seeking an in-person team member to enhance our operations. The Financial Planner Associate role is essential for client service, reporting directly to the Financial Professional, and plays a pivotal role in optimizing the FinPro's time. This position requires exceptional customer service and problem-solving...


  • Austin, Texas, United States SNI Financial Full time

    Job Summary: SNI Financial is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing financial planning support to clients, supporting investment professionals to cultivate client relationships, and preparing financial plans to ensure complete accuracy of information.Key...


  • Austin, Texas, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewGlobal Financial Impact is seeking a highly motivated and results-driven Financial Services Representative to join our team. As a Financial Services Representative, you will play a critical role in helping clients and businesses achieve their financial goals by providing expert advice and solutions.Key ResponsibilitiesObtain and maintain...


  • Austin, Texas, United States REAP Financial Full time

    Financial Planning AssociateREAP Financial Group is a specialized investment advisory firm focused on Retirement Planning. Our mission is to empower families to redefine their priorities and aspirations.The primary objective of this role is to deliver exceptional support to our financial advisors, current clients, and potential clients. This position will...


  • Austin, Texas, United States Bulldog Financial Group LLC Full time

    About the JobAs a Financial Associate with Global Financial Impact, you will play a pivotal role in providing expert financial advice and solutions to clients. Whether you're a seasoned professional or a quick learner, we're looking for ambitious and reliable associates who are passionate about helping others.Responsibilities:Provide consultations to clients...


  • Austin, Texas, United States Ark Financial Full time

    Position OverviewAs a Financial Guidance Specialist at Ark Financial Academy, you will accompany first-generation entrepreneurs and business owners on their path to achieving financial stability. By leveraging our structured coaching programs, you will offer tailored advice and education, understanding each client's distinct financial landscape and...


  • Austin, Texas, United States Ark Financial Full time

    Job OverviewPosition Title: Financial CoachAbout Ark Financial:Ark Financial Academy is committed to enhancing lives through financial literacy and coaching. Grounded in Christian principles, our mission is to assist first-generation entrepreneurs and business owners in achieving financial stability and purpose. Our Academy offers extensive training and...


  • Austin, Texas, United States Ark Financial Full time

    Job OverviewPosition Title: Financial CoachAbout Ark Financial:Ark Financial Academy is committed to empowering individuals through financial literacy and coaching. Grounded in Christian principles, our mission is to assist first-generation entrepreneurs and business owners in achieving financial stability and purpose. We offer extensive training and...


  • Austin, Texas, United States Community Choice Financial Family of Brands Full time

    About UsCommunity Choice Financial Family of Brands is a leading provider of financial services to underserved consumers.We offer a range of financial products and services, including short-term loans, title loans, and check cashing services.Our goal is to provide our customers with access to the financial services they need to achieve their goals.Our...


  • Austin, Texas, United States Community Choice Financial Family of Brands Full time

    About UsCommunity Choice Financial Family of Brands is a leading provider of financial services to underserved consumers. Our company is committed to delivering exceptional customer experiences and providing access to short-term financial solutions.Our Commitment to Diversity and InclusionWe believe that a diverse and inclusive workplace is essential to our...

  • Service Coordinator

    4 weeks ago


    Austin, Texas, United States Blue Collar Services Full time

    Job Summary:We are seeking a highly organized and detail-oriented Service Coordinator to join our team at Blue Collar Services. As a Service Coordinator, you will play a critical role in coordinating and dispatching service calls and quoted service repairs, ensuring seamless communication between customers and our team members.Key Responsibilities:Customer...


  • Austin, Texas, United States Community Choice Financial Family of Brands Full time

    About UsCommunity Choice Financial Family of Brands is a leading provider of financial services to underserved consumers. Our company is committed to delivering exceptional customer experiences and providing access to short-term financial solutions when they need it most.Our Commitment to Diversity and InclusionWe believe that a diverse and inclusive...


  • Austin, Texas, United States Community Choice Financial Family of Brands Full time

    About UsCommunity Choice Financial Family of Brands (CCF) is a leading provider of financial services to underserved consumers. As a member of our team, you will have the opportunity to work with a diverse group of individuals who are passionate about helping people achieve financial stability.Our Commitment to Diversity, Inclusion & BelongingWe are...


  • Austin, Texas, United States Jobot Full time

    Position Overview:We are looking for a skilled Financial Receivables Coordinator to join our vibrant team. This role offers a hybrid work environment and is ideal for individuals seeking a balance between professional growth and personal life.About Us:Join a forward-thinking organization where your contributions matter. We are a growing company committed to...


  • Austin, Texas, United States Community Choice Financial Family of Brands Full time

    About UsCommunity Choice Financial Family of Brands is a leading provider of financial services to underserved consumers. Our company is committed to helping people access the financial solutions they need to achieve their goals.Our MissionWe strive to provide exceptional customer service and support to our customers, while also fostering a positive and...


  • Austin, Texas, United States Lincoln Financial Group Full time

    About the RoleWe are seeking a highly skilled Financial Reporting Specialist to join our team at Lincoln Financial Group. As a key member of our accounting and reporting team, you will be responsible for preparing, analyzing, and reporting on financial statements and other regulatory filings.Key ResponsibilitiesPrepare and review quarterly and annual SEC and...