Client Service Associate

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Austin, TX, is an RIA managing over 6 billion in client assets and is looking for a proactive and detail-oriented Client Services Associate to support their financial planning team. The ideal candidate will play a critical role in client communication, meeting coordination, operational support, and data management.

Essential Duties and Responsibilities:

Client Communication & Support:

Respond to client emails using Outlook (access provided).

Triage and respond to routine client inquiries via email or phone.

Act as a liaison between clients and the Senior Financial Planner for non-strategy-related matters.

Address service requests such as beneficiary changes, address updates, and fund transfers.

Meet with clients to handle non-strategy, service-related conversations.

Meeting & Workflow Management:

Take detailed notes during client meetings and handle all follow-up tasks.

Enter cases for the Operations team and send clients their post-meeting action items.

Coordinate and prepare agendas, Zoom links, and printed materials for meetings.

Assist with triaging meetings based on the Senior Planner's preferences.

Compliance & Website Support:

Submit required documents and materials to Compliance.

Assist with posting and maintaining approved content on the company website.

Financial Planning Support:

Assist in gathering data and documents necessary for creating or updating financial plans.

Enter and maintain client data in financial planning software such as eMoney or MoneyGuidePro.

Generate reports such as performance and holdings from financial or custodian platforms.

Assist with posting and maintaining approved content on the company website.

Internal Operations & Training:

Help create training materials to improve onboarding processes for Operations and Financial Planning team members.

Qualifications:

Bachelor’s degree in finance, business administration, or a related field preferred.

Must obtain FINRA Series 6 and Series 66 licenses within 3 months of hire.

Experience in financial services or a client-facing administrative role preferred.

Strong proficiency in Microsoft Outlook and general office software.

Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is a plus.

Excellent verbal and written communication skills.

High level of organization, attention to detail, and the ability to multitask.

Key Competencies:

Client service orientation and strong interpersonal skills.

Initiative-taker with the ability to work independently and collaboratively.

Confidentiality and professionalism in handling sensitive financial information.

Problem-solving mindset and ability to prioritize effectively.