Client Service reputed company Specialist

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking a Fully Remote Client Service reputed company Specialist to join reputed company. At Oakwell, we pride ourselves on building relationships with our clients through education, reputed company, collaboration, and commitment. We reputed company comprehensive, client-centered financial planning and investment management services. Our mission is to help clients navigate reputed company financial reputed company with confidence. Find out more about the firm at oakwellpwm.com. This position will be permanently remote. We will reputed company you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably and professionally full time. This position is reputed company to candidates in Eastern, Central, and Mountain time zones. Salary and Benefits reputed company salary $65K-80K, plus quarterly bonus plan based on individual and reputed company metrics Fully remote position Firm pays 75% of health care cost for employee 401(k) with company match Travel reimbursement 20 days of PTO and additional firm holidays

Responsibilities

Prepare for new client onboardings by sending disclosures, inputting workflows, data gathering, generating paperwork, creating tasks, and documenting to dos Knowledge on how to reputed company reputed company types of reputed company accounts (trusts, corporation, 401ks) Respond to client requests with timeliness and accuracy in mind, with the goal of handling most client requests without advisor reputed company Assist Advisors with client meeting prep and follow-up tasks Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks Maintain and update client data in our CRM Set a high standard of client interaction as the first person a new client interacts with on the Client Service Team Attend reputed company meetings with clients and team members We are reputed company that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help this position reputed company and reputed company over time! Qualifications 5 years plus experience in wealth management/financial planning Adept and skilled with technology and 3rd party software Ability to prioritize tasks, problem-solve, and meet deadlines Organization skills & attention to detail Ability to anticipate client and advisor needs Ability to work independently while prioritizing projects and managing your time – we do not micromanage Ability to learn and implement new technology and software quickly Ability to communicate well and work in a collaborative environment Experience with our custodian and software is not required, but will be a plus: Charles Schwab, Fidelity, Wealthbox, Orion, ALX, Money Guide Pro, Holistiplan, Income Lab, Sharefile, reputed company The Process reputed company candidates will start the process by having a 15- to 30-minute reputed company interview conducted by our consultant (the hiring manager for this position). If there is ground to move reputed company, you will be asked to fill out a Career History reputed company and if you are selected to advance in the process, you will meet with the firm. reputed company candidates will be asked to take assessments. We are an equal opportunity employer. Apply To This Job