Client Service Associate

Client Service Associate

McGee Wealth Management, a growing financial advisory firm located in Katy, TX, is seeking a Client Service Associate to join our growing team. We are a financial planning firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us as a full-time CSA. You will be working with our team under the direction of our Lead Advisors. As a small business, we all wear many hats and work as a tight-knit team.

Salary & Benefits:

• Starting salary of $65,000 to $80,000 per year, based on experience
• Health insurance
• 401(k) company match
• Vacation/PTO
• Group Life and Disability Insurance
• Learning opportunities
• Great working environment with professional growth opportunities
• Healthy work-life balance is a priority to us, and we want it to be a priority for you too

Responsibilities:

• Respond to and execute client requests in a timely and professional manner
• Handle all paperwork for clients and the firm's custodians
• Assist in the maintenance of the firm document management system
• Provide administrative support to the Lead Advisors
• Advisor meeting prep and follow-up tasks, including document and information gathering from clients
• Coordinate client meeting scheduling, including in-person and video meetings
• Follow-up and document work as appropriate in our CRM
• Handle client RMDs
• Attend and contribute to team meetings

Requirements:

• 3 years of experience in financial services
• Proficient with MS Word, Excel, and Outlook
• Tech-savvy with the ability to quickly learn to navigate various web-based platforms
• Positive, energetic, friendly, and service-oriented
• Detail-oriented and organized
• Ability to follow/interpret procedures and see tasks and projects through to completion

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments. A background and credit check will be required.

We are an Equal Opportunity Employer.