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Client Service Advisor

Company: Roberts Wealth Management
Location: Sugar Land
Posted on: May 15, 2022

Job Description:

Job DescriptionService AdvisorDo you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced financial firm in Sugar Land, TX is looking for a strong, detail orientated Service Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you're looking for the tools, resources and freedom to build a great future, please contact us today!Minimum Requirements: • Previous experience in processing confidential paperwork • Previous client interaction in an office environment • Intermediate to advanced computer skills• Insurance licensing and Series 65 Required or able to be obtained within first 60 days.This position requires that you possess the following skills: • Strong organizational skills and attention to detail • Ability to demonstrate persistence to achieve quality • Excellent communication – both verbal and written • Self-directed initiative • Process driven • Strong follow-through & Highly Organized Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:

  • Operate with a proactive approach to advisors & clients
  • Prioritize daily tasks
  • Complete & process internal and external servicing requests
  • Maintain database programs (CRM)
  • Respond to client inquires as needed
  • Opening (as needed), closing & transferring of accounts
  • Generate and provide various reports to Advisor
  • Process transactions
  • Follow-up as necessary with vendor companies and clients
  • Assist advisor with pre-appointment preparation
  • Manage RMDs for all qualified client accounts
  • Gather account values and complete client review summary for upcoming appointments
  • Resolve any issues regarding new accounts, transfers or amendmentsThank you for your interest in this role. Please take a moment to explore our website ( and the services provided. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!Due to the volume of response to our postings - please do not contact the office or email us individually. The best way to be considered for this position will be to apply to this posting with your resume. We are dedicated to responding to each applicant in a timely manner.

Keywords: Roberts Wealth Management, Sugar Land , Client Service Advisor, Other , Sugar Land, Texas

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