Austin, Texas
Client Activity Coordinator Job Opening in Austin, Texas - About Us: Are you interested in learning the Financial Services business from the inside out as part of a dynamic Austin Based Financial Planning firm?
Himelick Financial group is a mid-sized Financial Planning firm focused on the holistic client experience. We work with clients on their financial needs that include retirement, investment, and college planning. Many of our client relationships last through several generations due to the trust and expertise we bring to the investment sphere. As a result of this passion for excellence we have a very close knit team with a broad range of experience. Our team includes two Financial Advisors as well as an advisor support team of seven.
About the Job:
The Financial Services Assistant will assist team members and advisors in coordinating client activity and transactions, appointments, emails, and mailings to insure maximization of time allotted for client interaction. Salary based on experience and skills is $34,000 - $38,000. This is a full time position with competitive benefits including 401(k), healthcare and dental plans, and paid time off. Key Responsibilities:
You are the first line of communication when clients e-mail or call in. You will assist with any issues that can be completed before reaching the advisor team
In addition to taking client calls, you will also be responsible for setting client appointments via phone and email
Maintain, update and create activities for clients on the client database system used by the firm
Assist and facilitate marketing projects as needed by advisor team
Assist in coordinating travel arrangements as needed by advisor team
Requirements:
The ability to use computer systems, including word processing, marketing software, and financial analysis tools
Excellent oral and written communication skills
Courteous and professional use of the telephone in communicating with clients and others
This position requires the cognitive skills and creative problem solving skills necessary to work on various client and Advisor issues and requests
Job Type: Full-time
Salary: $34,000.00 to $38,000.00 /year
Job Location:
Austin, TX 78759
Required education:
Bachelor's
Required experience:
Administrative Support: 2 years
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