Client Service Associate
5 hours ago
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.
- 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.
- 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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Client Service Associate
2 weeks ago
San Antonio, Texas, United States Stone Oak Wealth Management Full timeJob Title: Registered Client Service AssociateWe are seeking a highly skilled and motivated Registered Client Service Associate to join our team at Stone Oak Wealth Management in San Antonio, TX.Job Summary:The ideal candidate will possess excellent client service skills, a strong attention to detail, and the ability to work effectively in a fast-paced...
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Client Service Associate
3 weeks ago
San Antonio, Texas, United States Stone Oak Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Associate to join our team at Stone Oak Wealth Management. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.Key ResponsibilitiesProvide timely and effective service to clients, including responding to...
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Client Service Associate
3 weeks ago
San Antonio, Texas, United States Stone Oak Wealth Management Full timeAbout the RoleWe are seeking a highly skilled and motivated Client Service Associate to join our team at Stone Oak Wealth Management. As a Client Service Associate, you will play a critical role in providing exceptional client service and support to our clients.Key ResponsibilitiesProvide timely and effective responses to client inquiries and requestsManage...
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San Antonio, Texas, United States Advisor Employee Services Full time{"title": "Registered Client Service Associate", "description": "Job SummaryWe are seeking a highly skilled and detail-oriented Client Service Representative to join our team at Advisor Employee Services. As a key member of our financial services firm, you will be responsible for providing exceptional client service, managing client relationships, and...
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