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