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Issuer Services: Associate, Corporate Finance
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BNY Mellon Houston, United StatesOverview · Bring your ideas. Make history. · BNY Mellon offers an exciting array of future-forward careers at the intersection of business, finance, and technology. We are one of the world's top asset management and banking firms that manages trillions of dollars in assets, custo ...
Client Service Associate - Houston, United States - RIA Recruiting
Description
Gessner Wealth Strategies, LLC, is an independent wealth management firm in Houston, TX, where financial planning and client service comes first.
We have a strong culture, competitive salary, and an upbeat workplace that make our firm an outstanding employer of choice.
Find out more about the firm at gessnerwealthstrategies.comWe pride ourselves on providing outstanding service to our clients through a personalized approach to financial planning and wealth management.
This position is the primary contact for the firm - and the face of the firm.If you enjoy working in a fast-paced environment where every day will present new opportunities and challenges, you could be a great fit for this position Salary and Benefits The salary range will be $65K-80K, based on experience PPO health insurance including dental and vision Short-term and long-term disability Life insurance 401(k) with a non-elective Safe Harbor contribution (firm pays into 401(k) even if you do not) Profit Sharing Plan PTO with additional sick time Strong firm culture based on improvement and growth Excellent opportunity for advancementResponsibilities Communicate with clients on outstanding requests and issues and schedule appointmentsApplication paperwork with Schwab for new clients accounts and money movementAdministrative tasks for the firm such as sending out newsletters, birthday and Xmas cards, filing, light compliance work, social media posting, ordering supplies, etc.
Update and document tasks in our CRMIf 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 will be asked to take assessments in the process.Please do not contact the firm directly, we are using a recruiting service to handle the initial steps of the hiring process.
If you are interested in the position please submit your resume through this ad. Outside recruiters, please do not contact the firm directly. We are an Equal Opportunity Employer.