Proactive Client Support Associate

7 days ago


San Antonio, Texas, United States RVP Consultants Full time

Job Description:

RVP Consultants is an equal opportunity employer seeking a Client Service Specialist to join our team. As a key member of our financial services team, you will provide exceptional support to financial advisors and assist with delivering high-quality client service.

Key Responsibilities:
  1. Client Communication: Interact daily with clients via phone and in person to resolve inquiries and provide quotes.
  2. Order Processing: Solicit and process orders for financial advisors.
  3. Research and Analysis: Research client and security information through the back-office system and analyze business data.
  4. Record Maintenance: Maintain accurate records and files.

What We Offer:

  • A competitive salary range of $65,000 - $80,000 per year.
  • Ongoing training and development opportunities.
  • A dynamic and inclusive work environment.


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