Grace Lane Financial Partners · 11 hours ago
Client Services Associate
Austin, TX
Full-time
Hybrid
New Grad, Entry LevelGrace Lane Financial Partners is dedicated to helping individuals achieve financial freedom while living life to the fullest. The Client Services Associate will provide exceptional service to clients and support the team with administrative and financial tasks, including assisting clients with inquiries and maintaining client records.
FinanceFinancial ServicesImpact Investing
Hiring Manager
Guy Draper, CPA/PFS™
Responsibilities
Provide exceptional service to clients and support the team with administrative and financial tasks
Assist clients with inquiries, scheduling meetings, and maintaining client records
Prepare financial documentation and offer operational support to ensure seamless customer experiences
Qualification
Required
Proficiency in Client Services and Customer Support
Strong skills in Communication and delivering excellent Customer Service
Knowledge or experience in Finance with an ability to assist with financial-related tasks
Strong organizational, multitasking, and time-management skills
Proficiency in using customer management systems and productivity tools
Ability to work collaboratively within a team and adapt to a hybrid work environment
Preferred
Bachelor's degree in Business, Finance, Communications, or a related field
Company
Grace Lane Financial Partners
Grace Lane Financial Partners is a financial planning and investment management firm.
Founded in 2012
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase