Client Service Associate

At Weave Wealth Partners, we focus on bringing together all aspects of our clients’ financial lives. Our experienced team works to coordinate comprehensive wealth strategies. Through our planning-first approach and commitment to building relationships, we assist multi-generational families and professionals in working toward their financial objectives. We utilize a team approach to helping clients maneuver through a complex financial services word. We are currently seeking a motivatedClient Services Associateto join our Houston, TX location and help deliver on our client process. Job Description Responsible for executing on the client service program including new client onboarding, ongoing client service and daily operational duties. Job Responsibilities • Onboard clients with an eye towards excellence and accuracy. • Prepare new account and service paperwork efficiently and effectively to completion. • Provide customer service both in person and over the phone to facilitate and resolve client service requests. • Fulfill routine client service requests, resolve inquiries, and escalate cases when appropriate. • Assist with client meeting preparation and follow up. • Schedule appointments and maintain a systematic appointment scheduling process. • Manage projects and hold advisors accountable for deliverables and critical items due. • Maintain CRM data entry for all clients and prospects. • Additional office management duties including supply ordering, filing, phone system technology. Key Competencies • B.S/B.A. Degree Preferred. • 5+ Year’s Financial Services Experience Preferred. • Familiarity with LPL Financial a plus. • Client Service aptitude. • Organizational skills and multi-tasking ability. • Attention to Detail. • Strong Microsoft Word, Excel and Outlook skills. • Good organization and time management skills. Weave Wealth Partners offers generous employee benefits including 100% health insurance premium coverage for families, dental and vision insurance fully paid by employer, 10% 401(k) profit sharing match and unlimited PTO. Job Type: Full-time Pay: $75,000.00 - $80,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Vision insurance Work Location: In person