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Client Service Associate - Halcyon Wealth Advisors

Company: Kestra Financial Independent Advisor
Location: Irving
Posted on: October 14, 2020

Job Description:

We have an amazing employment opportunity and are seeking a self-directed, highly driven individual to join our team. Our ideal candidate thrives in a fast-paced environment, embraces personal growth and wants to be challenged. We are looking for someone to grow with our company in a long-term career. Essential Duties and Responsibilities * Administrative support for 3 key team members * Manage 4-6 client events annually * Assist in client meeting preparation for progress reviews * Maintain CRM (customer relationship management) database with a high level of accuracy Knowledge, Skills, and/or Abilities * Demonstrate professionalism, accountability, customer/client focus * Ability to build relationships with clients and internal partners * Manage multiple projects simultaneously with a high degree of competency and quality * Highly organized, detail-oriented, and proactive * Aggressive self-starter, with an ability to work both independently and as a member of a team * Proficient with Microsoft Office; strong computer, technology, and office equipment skills Education and/or Experience * Bachelor's degree in a business-related field preferred * 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products * Event planning experience a plus If You Are * Passionate about being a client advocate * A natural problem-solver known for your creative solutions * Goal-oriented * Interested in being a co-creator in your own future * Driven by a vision and not circumstances Contact us at Halycon Wealth Advisors!

Keywords: Kestra Financial Independent Advisor, Irving , Client Service Associate - Halcyon Wealth Advisors, Other , Irving, Texas

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