Client Service Associate

5 hours ago


San Antonio, Texas, United States Stone Oak Wealth Management Full time
Job Title: Registered Client Service Associate

We are seeking a highly skilled and detail-oriented Registered Client Service Associate to join our team at Stone Oak Wealth Management. As a key member of our financial services team, you will be responsible for providing exceptional client service, managing client relationships, and supporting our financial advisors in their daily activities.

Key Responsibilities:
  • Provide exceptional client service, responding to client inquiries, and resolving issues in a timely and professional manner.
  • Manage client relationships, building strong relationships with clients, and identifying opportunities to grow our business.
  • Support financial advisors in their daily activities, including preparing client account summaries, updating client databases, and coordinating client appointments.
  • Assist with client onboarding, including reviewing applications, processing transactions, and maintaining accurate records.
  • Collaborate with the team to achieve business objectives, including contributing to the growth of our client base and improving operational efficiency.
Requirements:
  • Associate degree or equivalent experience.
  • Minimum 5 years of experience in the financial services industry, preferably in a client-facing role.
  • Strong organizational and communication skills, with the ability to work effectively in a fast-paced environment.
  • Proficiency in MS Office Suite and CRM software.
  • Series 65 or 66 securities license, or ability to obtain within 6 months.
Benefits:
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Flexible paid time off and a healthy work-life balance.
  • Access to a comprehensive benefits package, including health, dental, and vision insurance.

At Stone Oak Wealth Management, we value our employees and offer a supportive and collaborative work environment. If you are a motivated and detail-oriented individual with a passion for delivering exceptional client service, we encourage you to apply for this exciting opportunity.



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