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WDW Financial · 5 days ago

Client Service Associate

Richardson, TX

Full-time

Hybrid

Entry Level

$55K/yr - $65K/yr

1+ years exp

WDW Financial is a company focused on providing exceptional service to its clients, and they are seeking a Client Service Associate to support their financial advisors. The primary role involves assisting clients with account maintenance, onboarding, and service requests to ensure a smooth and exceptional experience.

ConsultingFinanceFinancial Services

Responsibilities

Serve as a key point of contact for clients, handling a range of inquiries and service requests related to account maintenance, new account openings, and client profile updates

Support the onboarding process for new clients by coordinating with financial advisors and other team members to ensure a seamless experience

Proactively communicate with clients, providing updates, answering questions, and resolving service-related issues in a timely and professional manner

Document client interactions and keep relevant information updated in our CRM (Salesforce), ensuring accuracy and thoroughness

Collaborate with other teams to manage client cases from initiation through resolution

Perform administrative tasks such as updating client records, processing paperwork, and maintaining compliance with firm policies

Assist with scheduling client reviews and managing client communications across email, phone, and in-person interactions

Qualification

Client service experienceMicrosoft 365 proficiencySalesforce experienceOrganizational skillsCommunication skillsData entryFinancial services knowledgeAttention to detail

Required

Bachelor's degree required

1-3 years of experience in client service or administrative support

Proficiency in Microsoft 365 (Excel, Word, PowerPoint) and CRM systems; Salesforce experience is preferred

Familiarity with data entry and client relationship management tools, with a high level of accuracy in data handling

Exceptional communication skills with a client-focused approach

Strong attention to detail and organizational skills, with the ability to manage multiple tasks effectively

Preferred

Salesforce experience is preferred

Experience in financial services is preferred but not required

Benefits

Health Insurance : BlueCross BlueShield PPO plan with 100% employer-paid premiums for employees, plus optional vision, dental, and life insurance.

401(k) : Generous 10% employer contribution, with no employee match required.

Paid Time Off : Begin with two weeks, increasing to three weeks after two years and reaching four weeks after ten years, plus ten paid holidays.

Work Flexibility : Primarily in-office role with occasional work-from-home privileges.

Professional Development : Support for certifications, continuing education, and opportunities for career advancement.

Collaborative Culture : Join a supportive, growth-oriented team where your contributions are valued and opportunities for advancement are always within reach.