Jobs
>
Grapevine

    Client Services Associate - Grapevine, United States - Kestra Financial

    Kestra Financial
    Kestra Financial Grapevine, United States

    4 weeks ago

    Default job background
    Description

    Full-time, Client Service Associate (CSA)

    Requirements

    Summary:

    Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach.

    We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through.

    This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations. If you are energetic, collaborative, client-focused, and have a heart to serve others, Waterworth Wealth Advisors is your place.

    Critical Outcomes and Responsibilities:

    • Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives
    • Deepen client relationships through proactive, regular client interaction, including appointment scheduling and correspondence: answer all incoming calls and make positive client impressions on behalf of the firm
    • Assist in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, and post-meeting documentation
    • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures
    • Deposit checks received and maintain the check blotter in adherence to compliance guidelines
    • Maintain CRM database; define and ensure adherence to appropriate client service models
    • Manage and update mailing lists for birthdays, holidays, and firm marketing efforts
    • Manage multiple and competing priorities daily in pursuit of business objectives
    • Support client communications and social media marketing

    Qualifications, Skills, and Behavioral Requirements:

    • Bachelor's Degree along with a minimum of 3 years executive administrative experience; financial services industry experience a plus
    • Strong written and verbal communication skills
    • Ability to pay close attention to detail, ensure accuracy and completeness of work
    • Proficient with CRM Systems as well as Outlook, Microsoft Word, Excel, and PowerPoint
    • Basic knowledge of financial principles, retirement products, or financial planning
    • Proven ability to manage advanced, confidential, administrative duties
    • Outstanding organizational skills and excellent follow-through
    • Capable of acting as a self-starter with an excellent ability to multi-task and prioritize
    • Effective without direct management and a structured environment, but able to follow procedures and regulatory requirements
    • Prefers a systematic approach to decision making but is capable of timely responses
    • Prefers to be accommodating to the needs of clients and co-workers but able to take a personal position that is different from the groups' position when necessary
    • Federal, State, and local background checks are required
    • Credit Check required

    Interested parties should email their resume as well as a letter of interest to

    We will start interviewing immediately, and we will accept resumes until we have the right person on board.

    Benefits

    • A collaborative team environment with competitive pay and an opportunity for team bonuses
    • Growth opportunity (education/experience/exposure to high level investing and financial matters)
    • Direct communication/access to the principle of the firm
    • PTO and Holidays
    • Discounted gym rates
    • Health benefits
    • Birthday and Team Celebrations
  • European Wax Center

    Guest Service Associate

    2 weeks ago

    European Wax Center Southlake, United States Full time

    LOVE TO HELP OTHERS LOOK AND FEEL FAB? JOIN OUR TEAM · As a Guest Service Associate at European Wax Center, you'll use your expertise to ensure every moment is an opportunity for confidence We seek a special person who can lead with care and integrity, is committed to delighting ...

  • Kestra Financial Independent Advisor

    Client Services Associate

    4 weeks ago

    Kestra Financial Independent Advisor Grapevine, United States

    Job Description · Job DescriptionFull-time, Client Service Associate (CSA) · Requirements · Summary: · Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of ...

  • PGA TOUR Superstore

    Customer Service Associate

    1 day ago

    PGA TOUR Superstore Southlake, United States

    PGA TOUR Superstore - JobID: JR2107 [Retail Cashier / Team Member] As a Customer Service Associate/Cashier at PGA TOUR Superstore, you'll: Provide exceptional customer service by greeting and assisting customers at the cash register; Accurately process transactions and handle cas ...

  • Methodist Health System

    Food Service Associate

    2 weeks ago

    Methodist Health System Southlake, United States

    Hours of Work : · 6:00am - 2:30pm · Days Of Week : · Monday - Friday · Work Shift : · 8X5 Day (United States of America) · Job Description : · Your Job: · In this high-performing, fast-paced, and challenging Food Service Associate position, you'll collaborate with multidisciplina ...

  • Hertz

    Customer Service Associate

    1 week ago

    Hertz DFW Airport, United States Hourly

    Hourly Wage: $15.50 · As a Customer Service & Sales Associate, you will be interacting with Hertz rental car customers who come to the counter in order to process their rental. You will not only process customer rentals but will actively consult with customers on the type of rent ...

  • AAA - The Automobile Club

    Claims Service Associate

    4 weeks ago

    AAA - The Automobile Club Coppell, United States

    Claims Service Associate. At AAA Auto Club Enterprises, we pride ourselves as a leader in the insurance industry, recognized for our dedication to legendary customer service and our commitment to the well-being of our members. We are currently seek Claims, Associate, Service, Ret ...

  • The Auto Club Group

    Claims Service Associate

    3 weeks ago

    The Auto Club Group Coppell, United States

    Claims Service Associate. At AAA Auto Club Enterprises, we pride ourselves as a leader in the insurance industry, recognized for our dedication to legendary customer service and our commitment to the well-being of our members. We are currently see Claims, Associate, Service, Reta ...

  • Hertz

    Flexible Customer Service Associate

    3 weeks ago

    Hertz DFW Airport, United States Hourly

    Hourly Rate: 17.50 · The Flexible Customer Service Associate consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world-class customer serv ...

  • Allied Orion Group

    Service Associate

    2 weeks ago

    Allied Orion Group Euless, United States

    Job Details · Level · Entry · Job Location · Post Oak East - Euless, TX · Position Type · Full Time · Job Category · Service/Maintenance · Description · JOB SUMMARY · Responsible for daily pool and grounds maintenance for an apartment community. · REPORTS TO: Community ...

  • Zips Car Wash

    Lead Customer Service Associate

    4 weeks ago

    Zips Car Wash Flower Mound, United States Full time

    Description · How would you like to write your own paycheck? Check us out at Zips Car Wash We are hiring for hourly + commission positions where theres no limit to what you can make · Overview: · A Lead Customer Service Associate creates a welcoming and fun atmosphere, puts sm ...

  • Braum\'s

    Part Time – Food Service Associate – Braum's

    3 days ago

    Braum\'s Southlake, United States Part time

    Braum's is hiring Retail Crew Members for our soon to open North Richland, TX store for Part-Time schedules for adults and students 16 years of age and older. North Richland is a Northeast suburb of Fort Worth, TX. If you are looking for a fun, fast-paced job, we'd love for you t ...

  • Orangetheory - Franchise #0127

    Member Services Associate

    2 weeks ago

    Orangetheory - Franchise #0127 Colleyville, United States

    Job Description · Job DescriptionBenefits:Company parties · Competitive salary · Flexible schedule · Opportunity for advancement · Training & development · We are Orangetheory Fitness Colleyville, owned and operated under a Franchise Agreement by Wood Fitness. We are the standout ...

  • Sam's Club

    Retail Customer Service Associate

    1 week ago

    Sam's Club Grapevine, United States

    Position Summary... · Want to make a lot of people's day? Our Member Frontline Cashier Associates are the heart of our front end. You play a major role in how our members feel in the club and when they leave. You might be the first, last, and sometimes only associate that our me ...

  • 24 Hour Fitness

    Sales and Service Associate

    3 weeks ago

    24 Hour Fitness Southlake, United States Part time

    FULL-TIME Part-time · LOCATION 301 N Nolen Drive Southlake TX 76092 · 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 ev ...

  • European Wax Center

    Guest Service Associate

    6 days ago

    European Wax Center Hurst, United States Full time

    Excellent opportunity to join a growing team As a SALES associate, earn great pay plus performance incentives as a Guest Service Associate at European Wax Center, the world's leading expert in comfortable and healthy body waxing · European Wax Center is one of the fastest growing ...

  • Tandem Business Specialists

    Financial Services Associate

    1 week ago

    Tandem Business Specialists Trophy Club, United States

    Job Description · Job DescriptionWe are currently seeking a Financial Services Associate to assist in the operations of client tasks. Our firm works with various financial planning and investment management firms assisting in services related to the back office. We seek to handle ...

  • CarMax

    Auction Services Associate

    6 days ago

    CarMax Carrollton, United States Full time

    4041 - Houston Auction Center Bender Road, Humble, Texas, CarMax, the way your career should be General Summary: · Under general supervision, the Auction Services Associate is responsible for zone maintenance, vehicle preparation, vehicle receiving, inventory scanning, reconc ...

  • Hertz

    Flexible Customer Service Associate

    3 weeks ago

    Hertz DFW Airport, United States Hourly

    The Flexible Customer Service Associate consults with customers on their rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer objections. Ensures that the customer receives world-class customer service and sales support. The ...

  • The Hertz Corporation

    Flexible Customer Service Associate

    1 week ago

    The Hertz Corporation DFW Airport, United States

    Do you like to have different types of assignments and variety in your work? Do you like to be appreciated for your ability to provide helpful, quality service and getting things done the "right way?" You are concerned with accuracy and like to have the necessary training to beco ...

  • Allied Orion Group

    Service Associate

    2 weeks ago

    Allied Orion Group Euless, United States

    Job DetailsLevelEntryJob LocationPost Oak East - Euless, TXPosition TypeFull TimeJob CategoryService/MaintenanceDescriptionJOB SUMMARYResponsible for daily pool and grounds maintenance for an apartment community.REPORTS TO: Community Manager and/or Maintenance Supervisor.SUPERVIS ...