Job Description

Excellent opportunity for young professional to grow a rewarding career!

Perfect opportunity for someone early in their career with strong organizational and communication skills (written and oral) who has a desire to help and serve others while growing a rewarding career in the wealth management industry with one of our high performing teams as a Client Services Associate (CSA). As a CSA you’ll learn the intricacies of operations while assisting the team’s clients and Executive Vice President in an award-winning culture including #1 Rated Culture for Mid-Size Organizations and Top Workplace award recipient 5 years straight. Join us and you’ll look forward to Monday!

Qualifications

• Prefer college degree with solid tenures and track record that would thrive in an opportunity that blends customer service, administrative skills, and operations.
• You naturally build strong relationships, are resourceful, highly responsive, detailed, excellent follow-up, and have a passion for serving others.
• You’re highly coachable and a quick learner.
• Highly prefer residing within 30 minutes of our Frisco office.

Key CSA Functions

• Manage incoming client communications with concierge service.
• Help manage onboarding process for new clients.
• Serve clients by addressing questions, conducting research, and processing requests/transactions.
• Help coordinate scheduling client review meetings.
• Assist with client follow-up items and help maintain records/databases.
• Support the Executive Vice President.

Rewards

• Excellent Salary & Benefits – Excellent Salary and Benefits including Health Insurance, HSA, Dental, Vision, 401K, Life Insurance, AD&D, Short-Term and Long-Term Disability, FSA, Employee Assistance Program, Paid Vacation and Holidays.
• Career Growth – The wealth management field is a highly rewarding field where there’s lots of room for growth within operations.
• Strong Team – You’ll be a part of a successful high-performing wealth team at our Frisco office.
• Award-Winning Culture – Join our award-winning culture where you'll look forward to Monday!

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