Client Service Associate

New Yesterday

McGee Wealth Management, a growing financial advisory firm located in Katy, TX, is seeking a Client Service Associate to join our growing team. We are a financial planning firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us as a full-time CSA. You will be working with our team under the direction of our Lead Advisors. As a small business, we all wear many hats and work as a tight-knit team. To learn more about the firm, please visit our website:
Salary & Benefits:
Starting salary of $65,000 to $80,000 per year, based on experience
Health insurance
401(k) company match
Vacation/PTO
Group Life and Disability Insurance
Learning opportunities
Great working environment with professional growth opportunities
Healthy work-life balance is a priority to us, and we want it to be a priority for you too
Responsibilities :
Respond to and execute client requests in a timely and professional manner
Handle all paperwork for clients and the firm's custodians
Assist in the maintenance of the firm document management system
Provide administrative support to the Lead Advisors
Advisor meeting prep and follow-up tasks, including document and information gathering from clients
Coordinate client meeting scheduling, including in-person and video meetings
Follow-up and document work as appropriate in our CRM
Handle client RMDs
Attend and contribute to team meetings
Requirements:
3 years of experience in financial services
Proficient with MS Word, Excel, and Outlook
Tech-savvy with the ability to quickly learn to navigate various web-based platforms
Positive, energetic, friendly, and service-oriented
Detail-oriented and organized
Ability to follow/interpret procedures and see tasks and projects through to completion
Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments. A background and credit check will be required.
We are an Equal Opportunity Employer.
Apply
Location:
Katy
Job Type:
FullTime

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