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Client Service Associate
Job
BMY Wealth Management Group
Stephenville, TX (In Person)
$55,000 Salary, Full-Time
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Job Description
Our firm is looking for a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. They will provide financial planning and relationship management to the firm's small to mid-size clients. This will allow the Wealth Advisor to focus on the more complex client situations. Candidate must be a high-energy person. Essential Job Functions Provide positive and professional service to the client base assigned. Handle all communication with the client base including phone calls, emails, and meetings. Attend all client meetings and be responsible for all follow-up activities. Build and maintain a relationship with the client base with the main focus on service and operations. Assist in developing annual client review materials. Assist the Wealth Advisor as requested. Interact with the firm's operations team on all planning and follow up. Develop and maintain written systems of all activities. Attend all training and information sharing meetings scheduled for the operations team. Maintain all continuing education requirements of a wealth advisor plus required training elements. Attend all firm client events. Other duties as assigned.