Experienced Client Service Associate - Wealth Management

We are a fast-growing financial planning firm located in Frisco, Texas, focused on providing comprehensive, thoughtful financial guidance to the individuals and families we serve. We work closely with clients who are approaching retirement or already enjoying life after work, helping them bring the different pieces of their financial lives together and make confident decisions about their future. Our comprehensive approach brings together retirement income, investments, tax efficiency, healthcare considerations, and legacy planning, with the goal of reducing confusion and increasing confidence.

We simplify complex financial strategies, communicate transparently, and provide clear guidance clients can believe in.

Just as important as the work we do is the team and culture behind it. We are a group of professionals who genuinely support, value, and respect one another and are committed to making each other better. We work hard and hold ourselves to a high standard, but we also believe in having fun, laughing together, and creating a culture we enjoy being part of every day.

You are an Experienced Client Service Associate who is excited to join a close-knit, collaborative team and play an important role in delivering an exceptional client experience. You take pride in building and maintaining strong client relationships and understand that even the smallest details can make a meaningful difference. From handling service requests and opening accounts to coordinating client meetings and managing day-to-day communications, you approach your work with a service-first mindset and a high level of accuracy and efficiency.

You are organized, detail-oriented, and comfortable navigating the systems, technology, and processes that keep the firm running smoothly. You enjoy learning new tools and finding better ways to get things done. You are proactive, naturally curious, and always looking for opportunities to improve, whether that means anticipating a client’s needs or taking something off the advisory team’s plate so they can remain focused on serving clients.

Above all, you take ownership of your work and care deeply about creating a personalized experience that makes every client feel like they are your only client.

Main responsibilities for the position include:

• Communicate, process, and follow up with clients on various service needs, including general questions, applications, retirement distributions and withdrawal requests, beneficiary changes, and other requests, following all items through to completion
• Coordinate with the advisors and clients to complete and process new account paperwork, checks, transfers, contributions, and keep client accounts in good standing
• Conduct three-way 401(k) rollover calls with clients and custodians
• Support the advisory team with scheduling, client review meeting preparation, post-meeting action items, and ongoing communication to keep clients and advisors up to date
• Create and maintain accurate client records in the CRM system (Wealthbox), ensuring all confidential and required information is securely stored
• Monitor and streamline workflows for client service and business operations tasks
• Answer, screen, and route phone calls, assisting clients directly where possible or taking messages for other team members as appropriate
• Deliver superior client service; troubleshoot problems and serve as liaison between advisors and clients as needed
• Communicate with the custodian and other vendors as needed
• Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
• Support client appreciation efforts, including assisting with client events and coordinating gifts, letters, and other client touchpoints
• Other special projects and additional…