Browse
···
Log in / Register

Client Services Associate - Waterworth Wealth Advisors

Negotiable Salary

Kestra Financial Independent Advisor

Grapevine, TX, USA

Favourites
Share

Description

Full-time, Client Service Associate (CSA) Requirements Summary: Waterworth Wealth Advisors, LLC helps our clients achieve their financial goals through a financial advisory partnership built on integrity and trust. We take the stress out of managing personal finances by making them less complicated and taking a holistic, proactive, and streamlined approach. We are seeking a motivated, self-directed individual who can help conduct the smooth operations of a fast-paced, growing financial planning firm. The Client Relations Associate supports the practice with various functions and tasks. The successful candidate will possess a high level of integrity, energy, and excellent client-facing skills. The Client Relations Associate manages the CRM system, schedules appointments, does meeting preparation and follow-through. This role offers an opportunity for growth into roles with expanded responsibilities with a firm committed to high-touch/high-tech comprehensive wealth management solutions for individuals with complex financial situations. If you are energetic, collaborative, client-focused, and have a heart to serve others, Waterworth Wealth Advisors is your place. Critical Outcomes and Responsibilities: Supports the delivery of financial advice and services to clients, including handling all administrative functions with Financial Advisors and the firm with the goal of client retention, client satisfaction, and reaching business objectives Deepen client relationships through proactive, regular client interaction, including appointment scheduling and correspondence: answer all incoming calls and make positive client impressions on behalf of the firm Assist in client meeting preparation and follow-up, including assembling requisite paperwork, report generation, and post-meeting documentation Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures Deposit checks received and maintain the check blotter in adherence to compliance guidelines Maintain CRM database; define and ensure adherence to appropriate client service models Manage and update mailing lists for birthdays, holidays, and firm marketing efforts Manage multiple and competing priorities daily in pursuit of business objectives Support client communications and social media marketing Qualifications, Skills, and Behavioral Requirements: Bachelor's Degree along with a minimum of 3 years executive administrative experience; financial services industry experience a plus Strong written and verbal communication skills Ability to pay close attention to detail, ensure accuracy and completeness of work Proficient with CRM Systems as well as Outlook, Microsoft Word, Excel, and PowerPoint Basic knowledge of financial principles, retirement products, or financial planning Proven ability to manage advanced, confidential, administrative duties Outstanding organizational skills and excellent follow-through Capable of acting as a self-starter with an excellent ability to multi-task and prioritize Effective without direct management and a structured environment, but able to follow procedures and regulatory requirements Prefers a systematic approach to decision making but is capable of timely responses Prefers to be accommodating to the needs of clients and co-workers but able to take a personal position that is different from the groups' position when necessary ***Federal, State, and local background checks are required. ***Credit Check required Interested parties should email their resume as well as a letter of interest to seana@waterworthwa.com. We will start interviewing immediately, and we will accept resumes until we have the right person on board. Benefits A collaborative team environment with competitive pay and an opportunity for team bonuses Growth opportunity (education/experience/exposure to high level investing and financial matters) Direct communication/access to the principle of the firm PTO and Holidays Discounted gym rates Health benefits Birthday and Team Celebrations

Source:  workable View original post

Location
Grapevine, TX, USA
Show map

workable

You may also like

Workable
Onsite Tax Executive Assistant
Onsite Tax Executive Assistant Miami, Florida We are looking for an Onsite Tax Executive Assistant for our Miami Accounting office. 70K plus overtime at time and a half plus benefits The ideal candidate will exhibit high standards, excellent communication skills, have the ability to take initiative, prioritize daily tasks, and preferably have experience in a tax accounting office in order to provide administrative support to the tax partners and accountants. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role. Responsibilities: Support Tax Partners, including calendar management and scheduling of client meetings in person, via telephone or virtually. Process and/or create various client deliverables, including tax returns, organizers, extensions, engagement letters, and correspondences. Communicate with clients regarding documentation requests and answer general questions Assists with general office duties, including ordering of supplies, distribution of mail, answering of phones, scanning, and faxing. Responsible for maintaining a client database and onboarding of new clients Requirements: Team player that has strong communication and organizational skills Ability to multi-task and exercise good judgement and take ownership when dealing with task Travel Required to the post office, grocery store and restaurants Overtime and weekends required during peak times, as needed Strong computer skills including proficiency in Microsoft Office suite (Word, Excel, PDF, and Outlook) are a must. Basic Knowledge of CCH Programs; ProSystem FX Tax, Engagement, SafeSend, Axcess, and CFS Practice Management. Four plus years of administrative and tax processing experience  Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Training & Development
Miami, FL, USA
$70,000/year
Craigslist
Office Manager Needed Immediately - Will train
We are looking for 2 Office Co-Managers IMMEDIATELY to operate our existing Hood Cleaning business, Five Star Safety Clean. We will train you! Pleasant work environment, ensuring high levels of organizational effectiveness, communication and safety. Office manager duties and responsibilities include scheduling appointments, making office supplies arrangements, and providing general administrative support to our technicians and customers. Previous experience as a Front office manager or Office administrator would be an advantage.. Must be available immediately! You can apply in person as well. Responsibilities include: Work with partner to schedule appointments and make collection calls. Keep up and follow operations and procedures that are in place. Handle any customer or technician issues that may arise Requirements include: Proven experience as an Office manager, Front office manager or Administrative assistant Proficiency in MS Office (MS Excel and MS Outlook, in particular) Familiarity with calendar scheduling (we use Google Calendar) Excellent time management skills and ability to multi-task and prioritize work Attention to detail and problem solving skills Excellent written and verbal communication skills Strong organizational and planning skills in a fast-paced environment Check out our website at www.FiveStarSafetyClean.com to see if this may be a fit for you!
2402 Waynoka Rd, Colorado Springs, CO 80915, USA
$20/hour
Workable
Court Reporter (Contract)
Neal R. Gross and Co. is a leading Court Reporting and Transcription services company based out of the Washington, DC area with work across the country. Our clients include local, state and federal courts, the House of Representatives, Department of Defense and clients in the private sector. We are looking for experienced Court Reporters to work on a contract basis to visit client sites in their local area. You will use specialized equipment to create an accurate record of proceedings in numerous places including legal courts, non-profit board rooms, and depositions. We are very flexible, and looking for candidates that can work anywhere from a few jobs a month to 2-3 per week. Location: IN-PERSON - client sites in your local area Takes down the proceeding using Machine Shorthand, Voice, or Digital capture Capture verbatim proceedings of courts, meetings, depositions, and hearings Administer oaths and participate in depositions, hearings, and other legal proceedings Transport, set up, and operate equipment to capture the record accurately Perform advance preparation for assignments, including building job worksheets, reviewing case information, and ensuring proper hardware setup Ensure all exhibits are secured, proper file backups are performed, and required worksheets are completed and uploaded at the close of the proceeding Maintain all required reports and logs and respond promptly to communications Represent NRGCO professionally in all proceedings and interactions Interact with high-level clients (Federal Govt, State Govt, Private Industry) PRIOR EXPERIENCE AND EQUIPMENT IS REQUIRED  NO training is provided What we look for: 1+ years working as a Court Reporter Strong attention to detail Reliably punctual and deadline-oriented Can-do attitude and excellent work-ethic Ability to work independently Organizational and time-management aptitude Exceptional problem-solving and communication skills Excellent English language skills Proficient with technology Ability to pass security screening for access to client sites, including government buildings NCRA, AAERT, or NVRA certification strongly preferred Requirements Here is a link to a day in the life of a Neal R Gross & Co Court Reporter! 20250623_204707000_iOS.MOV Benefits This is a contract position and compensation is commensurate with candidate's experience. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status or other protected classes.
Charleston, SC, USA
Negotiable Salary
Workable
Front Desk Receptionist/ Switchboard Operator- Facilities
POSITION DESCRIPTION Title:                           Front Desk Receptionist/Switchboard Operator Department:              Administrative Support Pay: $17.50 - $18.00/hr. Based on experience Summary:                  Greets visitors and provide direction, handle incoming calls and supply information to callers, perform general administrative duties. Also may assist other administrative staff with overflow work. Place, receives and routes a high volume of calls through a Nortel switchboard. Handle all incoming departmental faxes for pickup/delivery. Update WES agency voice mail at beginning of shift and throughout the day. Update WES agency telephone listing and distribute.   Qualifications:           High School diploma and 1-2 years of front desk experience. Excellent Customer Services Skills Computer Literate Excellent Professional communication abilities are essential. handle incoming calls Professionally   Responsibilities:       Operate an 8 line switchboard for the entire agency. Direct incoming calls to their proper location within the agency. Greets all visitors and provide direction. Maintain agency telephone directory. Update WES agency voice mail at beginning of shift and throughout the day. Update WES agency telephone listing and distribute.   ORGANIZATIONAL ACCOUNTABILITY & RELATIONSHIPS: 1.     The individual is to be supervised by the Office Manager. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by successfully performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk or hear; taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. WORK ENVIRONMENT: Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is exposed to weather conditions prevalent at the time.  The noise level in the work environment is usually moderate. GENERAL SIGN OFF: The employee is expected to adhere to all agency policies and to act as a role model in the adherence to agency policies. I have read and understand this explanation and job description.   Signature: ________________________________________ Date: __________ HR Signature: _____________________________________ Date: __________                                        
Philadelphia, PA, USA
$17-18/hour
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.