- 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 advancement
- Communicate with clients on outstanding requests and issues and schedule appointments
- Application paperwork with Schwab for new clients accounts and money movement
- Administrative 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 CRM – Redtail
- Provide top notch client service with systematic follow up
- Recommend process improvements for the rm on an ongoing basis – we want to hear how you can make the rm better
- Qualify prospects that contact the firm and assist with onboarding new clients using our documented systems and processes
- Resolve issues effectively – seeing real problems and solving the problems in a practical and helpful manner
- 1-5 years of financial services experience, preferably within an independent RIA
- Administrative experience in an office environment
- Experience working with a CRM is preferred
- MS Office skills with proficient Excel. Willing to take courses to advance Excel proficiency
- Strong interpersonal skills, with the ability to work well with clients and teammates
- Emphasize careful attention to detail and a commitment to high-quality outcomes
- Self-Starter with ability to meet deadlines and manage your own time effectively – we do not micromanage
- Strong work ethic – willing to go the extra mile
- Excellent verbal and written communication skills
- Good problem solving and time management skills
- Critical thinker who naturally looks for process improvements
- Ability to prioritize and manage projects as well as individually assigned tasks to meet deadlines
- NOT required, but would be a plus – experience with MoneyGuide Pro, Schwab or Fidelity, Redtail, Orion, Morningstar Advisor Workstation, Precise FP
-
Service Associate
1 day ago
Allied Orion Group Houston, United States**Our national multi-family management company seeks a Service Associate - Grounds Technician with a "Whatever it Takes" attitude to be responsible for daily pool and grounds maintenance for our apartment community.** · **JOB SUMMARY** · Responsible for daily pool and grounds mai ...
-
Service Associate
2 days ago
Allied Orion Group Houston, United States**JOB SUMMARY** · Responsible for daily pool and grounds maintenance for an apartment community. · **REPORTS TO**: Community Manager and/or Maintenance Supervisor. · **SUPERVISES**:None. · **ESSENTIAL FUNCTIONS**: · **_ To perform this job successfully, an individual must be able ...
-
Service Associate
1 week ago
Truist Bank Houston, United StatesNeed Help? · **Regular or Temporary**: · Regular · **Language Fluency**:English (required) · **Work Shift**: · 1st shift (United States of America) · **Please review the following job description**: · Work collegially as a supportive member of a team for the benefit of the client ...
-
Service Associate
1 week ago
Allied Orion Group Houston, United States**Our national multi-family management company seeks an Entry Level Make Ready Maintenance Technician with a "Whatever it Takes" attitude to be responsible **for** preparations of vacant apartment homes for move-ins and ensuring established standards are met and apartments are co ...
-
Service Associate
1 week ago
Allied Orion Group Houston, United States**Our national multi-family management company seeks an Entry Level Make Ready Maintenance Technician with a "Whatever it Takes" attitude to be responsible **for** preparations of vacant apartment homes for move-ins and ensuring established standards are met and apartments are co ...
-
Service Associate
1 week ago
Truist Bank Houston, United StatesNeed Help? · **Regular or Temporary**: · Temporary · **Language Fluency**:English (required) · **Work Shift**: · 1st shift (United States of America) · **Please review the following job description**: · Work collegially as a supportive member of a team for the benefit of the clie ...
-
Client Service Associate
1 day ago
PNC Financial Services Group Houston, United StatesJob Profile · Position Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where ...
-
Customer Service Associate
1 week ago
Eminence Relations Inc Houston, United States**Benefits**: · - Company parties · - Free food & snacks · - Health insurance · - Opportunity for advancement · - Signing bonus · - Training & development · Customer Service Associate · Things to consider: · Must be at least 18 yrs of age · Must live in Houston · Must not have an ...
-
Client Services Associate
6 days ago
GemHarvest Houston, United States**Private Wealth Client Service Associate** · **10 Billion+ AUM Independent RIA** · **Houston, TX** · **Overview** · Dynamic 10B+ Independent Wealth Management RIA seeks a Client Service Associate in a hybrid role to manage the administrative and private banking needs for high-ne ...
-
Customer Service Associate
4 days ago
Houston Metals Houston, United States**About us** · We are professional and agile. · Our work environment includes: · - Modern office setting · - Food provided · Overview: · We are seeking a Customer Service Associate / Cashier to join our team. This role involves providing exceptional customer service and operating ...
-
Branch Service Associate
1 week ago
US Capital Advisors, LLC Houston, United States**US Capital Wealth Advisors, LLC** · Based in Houston, Texas with additional offices in Dallas and Austin, U.S. Capital Wealth Advisors LLC ("USCW", the "Firm") is an integrated financial services boutique managing several underlying entities. Primary business lines in Wealth Ma ...
-
Associate Service Consultant
1 week ago
CenterPoint Energy Houston, United States**Date**:May 13, 2024 · **Location**: Houston, TX, US, 77067 · **Company**:CenterPoint Energy · **CenterPoint Energy and its predecessor companies have been in business for more than 150 years.** · **Our Vision**: Our vision is to become the most admired utility in the United Sta ...
-
Environmental Service Associate
1 day ago
Moody Neuro Rehabilitation Institute Houston, United States**GENERAL STATEMENT OF DUTIES**: · The environmental Service Associate will be responsible for providing a clean, sanitary, comfortable, orderly and satisfying surroundings for the patients, employees, and public. The Housekeeper will uphold the mission, philosophy, and goals of ...
-
Client Service Associate
6 days ago
GemHarvest The Woodlands, United States**Client Service Associate** · **Boutique Wealth Management Firm** · **The Woodlands, TX** · **Overview** · Independent RIA serving high net worth clientele seeks a Client Service Associate to support Clients and Advisors by taking initiative in Client Services. · The Firm provid ...
-
Customer Service Associate
1 week ago
SIP Houston, United StatesWe are waterworks manufacturer that is family owned and operated for 60 years. Our customer base is nation wide and include Canada, Mexico and Puerto Rico. · Our Customer Service TEAM prides itself on making sure our customers receive a complete Customer Service Experience. · Oth ...
-
Sales and Service Associate
1 week ago
24 Hour Fitness USA, LLC Houston, United States**Who we are** · At 24 Hour Fitness, we are dedicated to our mission of creating a healthier, happier world. We are passionate about providing a fitness community that is accessible, affordable, and welcoming to everyone. We're on the hunt for team members who are committed to be ...
-
Nutrition Service Associate
2 weeks ago
Harris Health System Houston, United StatesHarris Health System is the public healthcare safety-net provider established in 1966 to serve the residents of Harris County, Texas. As an essential healthcare system, Harris Health champions better health for the entire community, with a focus on low-income uninsured and underi ...
-
Food Service Associate
2 days ago
Harris Health System Houston, United StatesHarris Health System is the public healthcare safety-net provider established in 1966 to serve the residents of Harris County, Texas. As an essential healthcare system, Harris Health champions better health for the entire community, with a focus on low-income uninsured and underi ...
-
Member Services Associate
1 week ago
VillaSport The Woodlands, United StatesVillaSport Athletic Club and Spa offers exciting and fulfilling career opportunities for those who thrive in a fast-paced, energizing environment. Our resort-style clubs are where fitness, family and community all come together. As a growth company with ambitious expansion plans, ...
-
Associate, Client Service Ii
1 week ago
BNY Mellon Houston, United StatesOverview · Associate Client Service II · 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 trillio ...
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 are seeking a full-time experienced Client Service Associate to join our team. 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
We 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
Responsibilities
Requirements
The Process
Qualified candidates will start the process by having a 15-30 minute phone 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 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.