Client Service Associate
Listed on 2026-01-07
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Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
McGee Wealth Management, a growing financial advisory firm located in Katy, TX, is seeking a Client Service Associate to join our growing team. We are a financial planning firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us as a full-time CSA. You will be working with our team under the direction of our Lead Advisors.
As a small business, we all wear many hats and work as a tight-knit team. To learn more about the firm, please visit our website:
Salary & Benefits:
- Starting salary of $65,000 to $80,000 per year, based on experience
- Health insurance
- 401(k) company match
- Vacation/PTO
- Group Life and Disability Insurance
- Learning opportunities
- Great working environment with professional growth opportunities
- Healthy work-life balance is a priority to us, and we want it to be a priority for you too
Responsibilities
:
- Respond to and execute client requests in a timely and professional manner
- Handle all paperwork for clients and the firm's custodians
- Assist in the maintenance of the firm document management system
- Provide administrative support to the Lead Advisors
- Advisor meeting prep and follow-up tasks, including document and information gathering from clients
- Coordinate client meeting scheduling, including in-person and video meetings
- Follow-up and document work as appropriate in our CRM
- Handle client RMDs
- Attend and contribute to team meetings
Requirements:
- 3 years of experience in financial services
- Proficient with MS Word, Excel, and Outlook
- Tech-savvy with the ability to quickly learn to navigate various web-based platforms
- Positive, energetic, friendly, and service-oriented
- Detail-oriented and organized
- Ability to follow/interpret procedures and see tasks and projects through to completion
Qualified candidates will start the process by having a 15-30 minute zoom 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 may be asked to take assessments.
A background and credit check will be required.
We are an Equal Opportunity Employer.
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