Client Service Associate

Job summary: The Client Service Associate is a key support role for a Financial Advisor, focusing on client service and general administrative tasks. As a liaison between clients, the home office, and advisors, you will help ensure the efficient and organized operation of the practice. The ideal candidate is an organized, proactive, and detail-oriented individual with superior interpersonal skills and an ability to multitask effectively. Key responsibilities: • Manage client relations, including communication, scheduling, and processing service requests for insurance policies and other non-securities products. • Provide comprehensive administrative support to the financial advisor by handling correspondence, maintaining client files, and managing the client relationship management (CRM) system. • Ensure accuracy and compliance by reviewing applications and performing data entry. • Support the sales process for non-securities insurance products, including coordinating client meetings and executing cross-selling plans. • Collaborate with the home office and fund families to obtain necessary information. Qualifications: • A Health and Life license is required or must be obtained within two months of employment. • Previous experience in customer service or administrative support, preferably within the financial services or insurance industry. • Exceptional communication (written and oral), organizational, and time-management abilities. • Proficiency with Microsoft Office and CRM software. • The ability to maintain strict confidentiality in a fast-paced environment. Job Type: Full-time Pay: $40,000.00 - $60,000.00 per year Benefits: • Flexible schedule • Health insurance • Paid time off • Vision insurance Ability to Commute: • San Antonio, TX 78257 (Required) Work Location: In person