Client Services Support Associate

Client Services Support AssociateContract to HireTo $28 hourly (Approx. 30 hours weekly)Great Woodlands locationAbility to work remote on Friday!**Understand, explain, and calculate Wealth Management products, rules and regulationsOpen, preform maintenance and solve account issuesAbility to clearly communicate rules and regulations surrounding product linesExemplary customer service, attention to detail, professional correspondenceStrong math and analytical problem-solving skillsProficient with Word, Excel, Power Point and AdobeExperience working in a fast-paced environment with the ability to multitaskAnswer all emails, texts, and voicemails in a timely fashionCoordinate meetings, organize schedules and facilitate two-way communicationHandle all phone calls in a warm and friendly wayRecord notes from every client/sponsor conversation or action in CRMOrganize and maintain all electronic files; scan, save and shred documents as neededFollow ALL compliance processesShred all scanned and saved documents Maintain ongoing communication with team members Attend Monday Staff meetingsAssist with the implementation and follow-through of client paperwork and formsFollow up on all pending businessContact clients, prospects and sponsors as needed to request pertinent information needed and online discoveryUse firms filing system to store all client informationOther projects as assignedExperience **2+ years in highly professional, administrative role - Understanding HIGH level of confidentialityWorking knowledge of Microsoft Office tools, Adobe, DocuSign with the ability to learn new software quicklyComfortable interacting with clients and sponsors via phone, text and email.MUST have squeaky clean background!!!

Created: 2025-05-09