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Financial Customer Service Associate
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Symonds Wealth Management
Fort Worth, TX (In Person)
$62,500 Salary, Full-Time
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Job Description
Financial Customer Service Associate Symonds Wealth Management Fort Worth, TX Job Details Full-time $50,000 - $75,000 a year 8 hours ago Benefits Paid time off Qualifications CRM software Customer communication Word processing Spreadsheets High school diploma or GED Client database systems CRM system proficiency Productivity software POS systems Full Job Description Financial Customer Service Associate Symonds Wealth Management Firm Fort Worth, TX Position Summary We are seeking a highly motivated and detail-oriented Customer Service Associate to join our Wealth Management team. This role is responsible for delivering exceptional service to clients, supporting account maintenance activities, and managing a high volume of inbound and outbound client communications. The ideal candidate will possess strong communication skills, a client-focused mindset, and the ability to thrive in a fast-paced financial services environment. Key Responsibilities Handle a high volume of inbound and outbound client calls in a professional and efficient manner. Respond to client inquiries regarding account information, transactions, service requests, and general firm policies. Process account maintenance requests, including account updates, beneficiary changes, transfers, and other service-related transactions. Assist clients with online account access and navigation of firm platforms and resources. Research and resolve client issues, escalating complex matters when appropriate. Maintain accurate records of client interactions and account activity in accordance with regulatory and firm requirements. Identify opportunities to enhance the client experience through proactive communication and service. Adhere to all compliance, privacy, and regulatory standards governing financial services. Qualifications High school diploma or equivalent required; Associate's or Bachelor's degree preferred. Minimum 10 years of customer service experience, preferably within financial services, banking, insurance, or wealth management. Clear verbal and written communication skills. Ability to manage multiple priorities while maintaining accuracy and attention to detail. Excellent problem-solving and organizational skills. Proficiency in Microsoft Office Suite and CRM systems. Ability to work effectively both independently and as part of a team. Preferred Qualifications 10 years of experience servicing investment, brokerage, retirement, or wealth management accounts. Knowledge of financial products and services. What We Offer Competitive compensation Opportunity for career growth within a growing wealth management firm Collaborative and professional team environment Meaningful client interaction and relationship-building opportunities Exposure to financial planning, investment operations, and client service excellence Schedule Full-time Monday to Friday 8:30am-5:30pm Work Location In-office Fort Worth, TX 76107 Pay Scale $60,000- $75,000 Suggested information: It is recommended that you provide a letter of explanation if you have gaps in your employment history or if any of your previous positions lasted less than two years.