Client Services Associate

Weaver Careers • Houston, TX

14h

About The Position

The Weaver Experience Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human element to the world of accounting, which includes creating a diverse, collaborative, and entrepreneurial workplace culture. Our leaders truly care about the well-being of all our employees and encourage them to pursue their ambitions. While our business is based in numbers, our success is truly based on people. It’s why we commit to supporting our people not just in their professional growth, but also in their ability to lead balanced, integrated lives. At the foundation of that commitment are our core values . Weaver’s core values were created specifically to empower our people to deliver extraordinary service and be their best selves. Our goal is to balance high development with high performance in order to meet the long-term goals of each individual, team, and our firm. Learn more about our services, industry experience and culture at weaver.com . Position Profile Weaver Capital Advisors is looking for a Client Service Associate to join our growing team. The Client Service Associate will support the onboarding of new clients, including opening new accounts and ensuring existing accounts are in order. They will execute cash and asset transfers. They will collect and file account statements and year-end tax information. Additionally, they will provide administrative support to their advisors. This includes scheduling, managing client calls, emails and expense reports.

Requirements

• At least 2 years of client services experience, preferably in financial services or at an investment advisory firm
• Excellent interpersonal and communication skills, both written & verbal.
• Ability to display a consistent, professional degree of communication
• Must be comfortable talking on the phone
• Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint) and Microsoft Outlook
• Ability to learn quickly and be adaptable to new processes, such as AI
• Must be proactive and take initiative
• Strong attention to detail
• Excellent organization
• Ability to handle highly sensitive, confidential and non-routine information
• Must have excellent judgment; be an independent thinker and resourceful
• Team player with a positive attitude
• Highest degree of integrity, professionalism, diplomacy and discretion
• Experience in account management preferred

Nice To Haves

• Bachelor’s degree in related field strongly preferred
• Experience in account management
• CRM experience

Responsibilities

• Support the onboarding of new clients, including opening new accounts and ensuring existing accounts are in order.
• Execute cash and asset transfers.
• Collect and file account statements and year-end tax information.
• Provide administrative support to their advisors.
• Scheduling, managing client calls, emails and expense reports.

Benefits

• Weaver goes beyond offering competitive health benefits, such as medical, dental, vision, disability, life insurance, and a 401(k) plan.
• We support our employees by offering flexible scheduled time off (STO), minimum of 56 hours of sick and safe leave, 11 holidays, and 2 scheduled recharge days!
• We also offer in-house CPE and learning opportunities through our internal Learning & Development department.
• Our multi-faceted internal learning program including technical improvement, practice development, management/leadership training, and whole-life growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level