Peacefield Wealth Solutions · 16 hours ago
Financial Client Service Associate
Lubbock, TX
Part-time
Onsite
New Grad, Entry LevelPeacefield Wealth Solutions is a growing financial planning practice seeking a part-time Client Service Associate to assist us in helping clients achieve their financial goals. The Client Service Associate enhances the client experience by providing exceptional client service and supporting office functions as needed.
Financial Services
Responsibilities
Perform daily administrative and executive assistant duties that support the practice, including but not limited to telephone and email coverage, coordination of client meetings, and file & calendar maintenance
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Preparing for client meetings, including agendas, updating financial planning software, and relevant client reporting
Prepare, process, and follow up on investment and insurance applications and paperwork accurately and timely
Document activities, tasks, transactions; keep files organized; maintain your own calendar
Identify and work on projects to help the practice run more efficiently and supports clients' needs
Qualification
Required
Perform daily administrative and executive assistant duties that support the practice, including but not limited to telephone and email coverage, coordination of client meetings, and file & calendar maintenance
Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation is up to date
Preparing for client meetings, including agendas, updating financial planning software, and relevant client reporting
Prepare, process, and follow up on investment and insurance applications and paperwork accurately and timely
Document activities, tasks, transactions; keep files organized; maintain your own calendar
Identify and work on projects to help the practice run more efficiently and supports clients' needs
Company
Peacefield Wealth Solutions
Have you ever told yourself that you'll just have to "work forever"? Isn't it worth an hour or two for yourself and your family, when compared to "forever", to visit with a financial expert for a free, informal discussion? Contact us today to find out how we can help.
Founded in 2010
1 employee
Funding
Current Stage
Early StageCompany data provided by crunchbase