Advisor Talent Solutions
Client Services Representative- Financial Firm - San Antonio, TX
Advisor Talent Solutions, San Antonio, Texas, United States, 78208
Client Services Representative – Financial Firm – San Antonio, TX
Company:
Advisor Talent Solutions (Seasons Wealth, LLC) – Independent Wealth Management Firm
Location:
San Antonio, Texas Employment type:
Full-Time – On-site
About Us At Seasons Wealth, we’re a boutique wealth management firm dedicated to delivering highly personalized financial guidance to individuals, families, and small business owners. Our client relationships are built on trust, transparency, and a long-term commitment to helping them achieve their financial goals. We’re growing and looking for a dedicated Client Services Representative to join our collaborative team.
Position Overview As a Client Services Representative, you will be the primary point of contact for existing clients, ensuring a high level of service and operational excellence. You’ll support the advisory team in maintaining strong client relationships, managing client requests, and ensuring the office runs smoothly.
Key Responsibilities
Serve as the day‑to‑day liaison for a designated group of clients, addressing inquiries and coordinating solutions.
Assist advisors in preparing for client meetings, including compiling reports and documentation.
Process account openings, transfers, distributions, and other service requests.
Ensure accuracy and compliance in all client paperwork and transactions.
Maintain and update CRM and custodial platforms with client activity and notes.
Monitor account activity for potential issues and proactively resolve service needs.
Coordinate with custodians and other vendors as needed.
Assist with various marketing objectives, event planning, and social media support.
Minimum Qualifications
3+ years of experience in a client service, administrative or operational role within the financial services industry.
Exceptional attention to detail and organizational skills.
Excellent verbal and written communication skills.
Proficient with Microsoft Office Suite and CRM (Redtail experience is a plus).
Who You Are
A client‑focused professional who thrives on delivering exceptional service.
A proactive problem‑solver with a strong sense of accountability.
A collaborative team player eager to grow with an independent firm.
Highly organized, tech‑savvy, and able to manage multiple priorities.
What We Offer
Competitive salary – $60K‑70K based on experience.
Paid holidays and PTO.
Opportunities for career development and professional growth, including licensing for the right individual.
A supportive, team‑oriented environment with work/life balance.
Hours
In office: Monday‑Friday
Referrals increase your chances of interviewing at Advisor Talent Solutions by 2x.
Get notified about new Client Services Representative jobs in
San Antonio, TX .
#J-18808-Ljbffr
Company:
Advisor Talent Solutions (Seasons Wealth, LLC) – Independent Wealth Management Firm
Location:
San Antonio, Texas Employment type:
Full-Time – On-site
About Us At Seasons Wealth, we’re a boutique wealth management firm dedicated to delivering highly personalized financial guidance to individuals, families, and small business owners. Our client relationships are built on trust, transparency, and a long-term commitment to helping them achieve their financial goals. We’re growing and looking for a dedicated Client Services Representative to join our collaborative team.
Position Overview As a Client Services Representative, you will be the primary point of contact for existing clients, ensuring a high level of service and operational excellence. You’ll support the advisory team in maintaining strong client relationships, managing client requests, and ensuring the office runs smoothly.
Key Responsibilities
Serve as the day‑to‑day liaison for a designated group of clients, addressing inquiries and coordinating solutions.
Assist advisors in preparing for client meetings, including compiling reports and documentation.
Process account openings, transfers, distributions, and other service requests.
Ensure accuracy and compliance in all client paperwork and transactions.
Maintain and update CRM and custodial platforms with client activity and notes.
Monitor account activity for potential issues and proactively resolve service needs.
Coordinate with custodians and other vendors as needed.
Assist with various marketing objectives, event planning, and social media support.
Minimum Qualifications
3+ years of experience in a client service, administrative or operational role within the financial services industry.
Exceptional attention to detail and organizational skills.
Excellent verbal and written communication skills.
Proficient with Microsoft Office Suite and CRM (Redtail experience is a plus).
Who You Are
A client‑focused professional who thrives on delivering exceptional service.
A proactive problem‑solver with a strong sense of accountability.
A collaborative team player eager to grow with an independent firm.
Highly organized, tech‑savvy, and able to manage multiple priorities.
What We Offer
Competitive salary – $60K‑70K based on experience.
Paid holidays and PTO.
Opportunities for career development and professional growth, including licensing for the right individual.
A supportive, team‑oriented environment with work/life balance.
Hours
In office: Monday‑Friday
Referrals increase your chances of interviewing at Advisor Talent Solutions by 2x.
Get notified about new Client Services Representative jobs in
San Antonio, TX .
#J-18808-Ljbffr