Financial Advisory - Client Services Associate

Bluespring Wealth Partners • Dallas, TX

2d

About The Position

The Client Services Representative is responsible for client services and administrative tasks.

Requirements

• High School diploma required.
• Client services experience required.
• Min 5 years of experience.
• Industry experience required.
• Min 5 years of experience.
• Ability to maintain confidentiality and exercise discretion
• Proficiency in MS Outlook, MS Excel, and MS Word
• Ability to follow written and oral instructions
• Exhibit professional phone demeanor
• Individual must also possess good organizational skills, efficiency skills, and communication skills, both verbal and written
• Attention to detail
• Commitment to professionalism, accountability, customer focus, and teamwork

Responsibilities

• Data entry (Redtail, Riskalyze, eMoney, NDEX)
• Customer service (answering phones, processing and forwarding requests)
• Account Servicing (generating/processing paperwork)
• Scanning/Filing (Laserfiche)
• Check deposit and daily blotters
• Preparing mailings to clients
• Calendar management for top level executives

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED