Senior Client Service Associate jobs in United States
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W3Global · 9 hours ago

Senior Client Service Associate

positionDallas, TX
timeContract
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

W3Global is seeking a Senior Client Service Associate to join their team. The role involves working closely with senior financial advisors and assisting with client service and paperwork processing to ensure smooth operations within the practice.

ConsultingRecruitingStaffing Agency
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Growth Opportunities

Responsibilities

Prepare, submit, and follow up on new/existing client and administrative paperwork
Onboarding new client relationships
Assist with financial planning practices including entering data, uploading and reviewing client tax returns and estate plans into financial planning software and building one page financial plan deliverable
Manage client relationship building activities such as gifting, creating memorable experiences and interactions, and delivering 'WOW moments'
Maintain CRM and paperless document system daily
Provide timely and proactive status updates on assigned tasks
Assist with special projects/tasks, as needed including event planning and marketing efforts
Assume related administrative and general office support duties, as needed
Support various client functions
Answering incoming communications
Greet and welcome clients before review meetings and events
Assist with the building, maintenance, and adherence to firm operations manual
Scanning, ordering office supplies

Qualification

CFP designation5 years industry experienceSeries 7MSOffice proficiencyMultitasking skillsResourcefulNotaryOrganizational skillsTime managementVerbal communicationWritten communicationProblem-solving skillsDetail-orientedSelf-starter

Required

CFP designations
3-5 years of industry experience
Strong organizational, time management, and multitasking skills
Proficient MSOffice skills with ability to learn new software, as needed
Ability to thrive in a fast-paced environment
Excellent verbal and written communication skills
Excellent judgment, strong problem-solving skills
Proven experience working with highly confidential information
Self-starter who is resourceful, organized and detail-oriented

Preferred

Series 7, 63, or 66
Notary preferred (or obtaining notary during new hire onboarding)

Company

W3Global

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W3Global is a leading provider of end-to-end consulting services, empowering businesses to achieve their strategic goals and optimize their operations.
dateFounded in 2006
location
Frisco, Texas, USA
people-size501-1000 employees
web-link
https://www.w3global.com/

Funding

Current Stage
Late Stage

Leadership Team

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Sridhar Venkatesan
CEO
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Company data provided by crunchbase