Client Service Associate
Armstrong Advisory Group Armstrong Advisory Group Westlake, TX Westlake, TX Full-time Full-time From $60,000 a year From $60,000 a year 4 days ago 4 days ago 4 days ago Client Service Associate Financial Advisory Group Hours 8:
00 AM - 5:
00 PM Growing financial advisory practice seeks an energetic, organized and financially minded individual with a high level of professionalism to become a part of our team.
The candidate will provide administrative and operations support for multiple advisors in the financial advisory group.
The ideal candidate will be pleasant, motivated, detail oriented and able to work independently, as well as part of the team.
This position requires the ability to learn quickly and function efficiently with limited day to day supervision.
The ideal candidate will have some financial services background, be committed to high quality customer service and self-motivated.
We expect top performance and a can do attitude from all team members.
Responsibilities include, but are not limited to:
Administrative Demonstrate strong attention to detail and sense of urgency Prepare and process new account paperwork for advisors Process paperwork and ensure all applications, documents and forms are accurate and complete Handle sensitive and confidential information with maximum discretion Review all incoming and outgoing mail Client Support Work independently to manage, research and resolve client service requests Prepare material for client review meetings Be available to answer client calls Provide coverage for other members of peer group Requirements Include:
Must be able to prioritize and react quickly Ability to multi-task in a fast-paced environment Bachelor's degree from accredited four-year institution Excellent interpersonal skills and pleasant, positive demeanor Must be able to work independently, as well as with a team Competent in MS Office Salesforce or related CRM experience Strong writing skills and attention to detail Varying levels of experience will be considered About The Armstrong Advisory Group AAG is an independent financial advisory company manages close to $1 billion in assets and provides wealth management for over 1,400 families, individuals, and businesses.
Please mail your resume and cover letter to Lois Ashe, Human Resources Securities offered through Charles Schwab & Co.
, Inc.
, member FINRA/SIPC.
Financial advice is offered through Armstrong Advisory Group, Inc.
, a Registered Investment Adviser.
Armstrong Advisory Group, Inc.
is not affiliated with Charles Schwab & Co.
, Inc.
Job Type:
Full-time Pay:
From $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Life insurance Paid time off Parental leave Tuition reimbursement Vision insurance Compensation package:
Bonus opportunities Schedule:
Monday to Friday Education:
Associate (Required)
Experience:
Financial services:
1 year (Required) Ability to Relocate:
Westlake, TX:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
00 AM - 5:
00 PM Growing financial advisory practice seeks an energetic, organized and financially minded individual with a high level of professionalism to become a part of our team.
The candidate will provide administrative and operations support for multiple advisors in the financial advisory group.
The ideal candidate will be pleasant, motivated, detail oriented and able to work independently, as well as part of the team.
This position requires the ability to learn quickly and function efficiently with limited day to day supervision.
The ideal candidate will have some financial services background, be committed to high quality customer service and self-motivated.
We expect top performance and a can do attitude from all team members.
Responsibilities include, but are not limited to:
Administrative Demonstrate strong attention to detail and sense of urgency Prepare and process new account paperwork for advisors Process paperwork and ensure all applications, documents and forms are accurate and complete Handle sensitive and confidential information with maximum discretion Review all incoming and outgoing mail Client Support Work independently to manage, research and resolve client service requests Prepare material for client review meetings Be available to answer client calls Provide coverage for other members of peer group Requirements Include:
Must be able to prioritize and react quickly Ability to multi-task in a fast-paced environment Bachelor's degree from accredited four-year institution Excellent interpersonal skills and pleasant, positive demeanor Must be able to work independently, as well as with a team Competent in MS Office Salesforce or related CRM experience Strong writing skills and attention to detail Varying levels of experience will be considered About The Armstrong Advisory Group AAG is an independent financial advisory company manages close to $1 billion in assets and provides wealth management for over 1,400 families, individuals, and businesses.
Please mail your resume and cover letter to Lois Ashe, Human Resources Securities offered through Charles Schwab & Co.
, Inc.
, member FINRA/SIPC.
Financial advice is offered through Armstrong Advisory Group, Inc.
, a Registered Investment Adviser.
Armstrong Advisory Group, Inc.
is not affiliated with Charles Schwab & Co.
, Inc.
Job Type:
Full-time Pay:
From $60,000.
00 per year
Benefits:
401(k) 401(k) matching Dental insurance Flexible spending account Health insurance Life insurance Paid time off Parental leave Tuition reimbursement Vision insurance Compensation package:
Bonus opportunities Schedule:
Monday to Friday Education:
Associate (Required)
Experience:
Financial services:
1 year (Required) Ability to Relocate:
Westlake, TX:
Relocate before starting work (Required) Work Location:
In person.
Estimated Salary: $20 to $28 per hour based on qualifications.
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