Administrative Assistant/Client Services Associate Job at Confidential - Wealth Management, Frisco, TX

eURaQ3U0TFZvd01qcjJZVzE2UWI1Y2VuY1E9PQ==
  • Confidential - Wealth Management
  • Frisco, TX

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!

Job Tags

Holiday work, Temporary work,

Similar Jobs

The PAC Group

Financial Planning and Analysis Manager Job at The PAC Group

 ...innovation and efficiency for some of the worlds leading companies. As we continue to expand, we are seeking a dynamic FP&A (Financial Planning & Analysis) Manager to play a critical role in shaping our financial strategy. This position offers the opportunity to work... 

Wilbert Vault

Part Time Semi Driver Job at Wilbert Vault

 ...OPPORTUNITY!!!! Small company needs an experienced, part-time semi driver to drive a company owned tractor and trailer. This is a...  ...own schedule. No Dispatch. ~ This is a great opportunity for a retired semi driver ~ Come work with a FANTASTIC group of folks! ~4... 

KRC Machine Tool Solutions

Field Service Technician Job at KRC Machine Tool Solutions

 ...electrical problems. Advanced operation of CNC controls from different manufacturers. Successfully coordinate and complete the installation of all machine tools. Work closely with customers, vendors, OEMs, and other KRC personnel. Independently organize and complete a... 

MatchBukh Talent Solutions

Director of Compliance Job at MatchBukh Talent Solutions

 ...federal, state, and local regulations, as well as accreditation standards (AAAHC). Collaborating with the Chief Medical Officer (CMO) on clinical event investigations and root cause analyses. Overseeing HIPAA compliance and data security. Supporting emergency... 

Solomon Search Group, Inc.

Litigation Legal Assistant Job at Solomon Search Group, Inc.

 ...Litigation Legal Assistant National law firm with an excellent reputation is seeking to hire a Legal Assistant for their new offices...  ...procedures involved in assisting attorneys with timekeeping, billing, and administrative tasks. Competent in electronic document management...