Stone Wealth Management (Austin, TX) Seeking Client Service Associate
The Client Service Associate will be responsible for all front office client interactions as well as back-office duties and will report directly to the Operations Manager.
Microsoft Office (Inc. Excel, Word, Outlook, Office 365, SharePoint, One Drive)
Familiarity with Client Relationship Management software
Financial Institution Industry Knowledge (preferred)
Customer/Client Service Experience (required)
Prepare and process account forms, execute asset transfers, and assist clients in completing firm and custodian paperwork
Manage client information – prepare client reports, submit and follow up on necessary paperwork, and regularly update CRM database
Assist in developing systems and procedures to improve the Client Service Department
Assist with administrative duties, including, scanning, copying, printing and saving reports
Creating and fulfilling office supply orders
Other duties as requested
Physical Skills Needed:
Picking up and carrying file boxes, equipment etc.
Bending and stooping
Working inside on a computer for extended periods of time
Reliable personal transportation required for out of office errands. Due to the sensitive nature of the job duties, criminal and other background checks and credit reports will be run on all candidates under consideration.
Compensation will be commensurate with skills and experience
401K with employer matching after one year of service
Vacation, Sick and Market holidays
Cell Phone Reimbursement
Some work from home opportunities
Interested? Email Brittany McGehee.