AMG Wealth Advisors · 22 hours ago
Client Services Associate
Round Rock, TX
Full-time
Onsite
Entry Level
2+ years expAMG Wealth Advisors is a financial services firm seeking a Client Services Associate to support exceptional client service and the financial planning process. The role involves partnering with a Lead Advisor to deliver a high-touch client experience, preparing for client meetings, and maintaining accurate client records.
Financial Services
Responsibilities
Partner with the Lead Advisor to deliver a seamless client experience
Respond to routine client questions with guidance from the Advisor
Maintain calendars, manage priorities, and support daily workflow
Ensure accurate documentation and adherence to AMG’s client service standards
Prepare for client meetings (request tax returns, run reports, projections, and analyses)
Draft meeting recaps and track follow-up tasks
Maintain accurate client records in Salesforce and other systems
Use financial planning tools such as MoneyGuidePro and Holistiplan
Develop working knowledge of AMG’s investment philosophy and model portfolios
Assist with documentation related to risk tolerance and planning recommendations
Support insurance and annuity servicing in collaboration with the service team
Provide backup support for cashiering and account-related tasks as needed
Qualification
Required
2+ years in client service, administrative, or support role (financial services preferred)
Series 65, Paraplanner designation, or CFP® certification
Ability to work on-site at our S. Mopac office Monday - Friday
Strong attention to detail and organizational skills
Excellent written and verbal communication
Professionalism and discretion with confidential information
Proficiency with Microsoft Office and ability to learn new systems including a strong working knowledge of Excel, with the ability to use formulas and tools to support financial planning analysis
Ability to manage multiple priorities in a fast-paced environment
Preferred
Experience in wealth management or financial planning
Familiarity with Salesforce, MoneyGuidePro, Holistiplan, Schwab, or Fidelity platforms
Interest in pursuing additional financial planning credentials
Company
AMG Wealth Advisors
Comprehensive wealth management and financial planning. -- Advisory Services offered through Waterloo Capital, L.P.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase