Client Service Associate

u003ch2u003eu003cstrongu003eThe Roleu003c/strongu003eu003c/h2u003enu003cpu003eYou'll be the operational backbone of a growing Bee Cave-based advisory practice led by a 30+ year industry veteran. This is a hands-on, client-facing support role where you own the day-to-day - keeping the calendar running, clients taken care of, and your advisor free to focus on growing the business.u003c/pu003enu003cpu003eIf you're organized, proactive, great on the phone, and love the details, this role was built for you.u003c/pu003enu003ch2u003eu003cstrongu003eYour Impactu003c/strongu003eu003c/h2u003enu003culu003enu003cliu003eManage the advisor's calendar and coordinate client appointments end-to-endu003c/liu003enu003cliu003eServe as the first point of contact for incoming client calls - screen, respond, and resolve where you canu003c/liu003enu003cliu003eLiaison between the advisor and Farther's centralized service team, tracking open items and keeping things movingu003c/liu003enu003cliu003eHandle account administration: document uploads, client onboarding, service requests, and platform questionsu003c/liu003enu003cliu003eMaintain a meticulous CRM - client records, activity logs, and follow-up items always currentu003c/liu003enu003cliu003eSend monthly client communications, birthday cards, gifts, and coordinate client eventsu003c/liu003enu003cliu003eProduce reports and support meeting prep and post-meeting follow-upu003c/liu003enu003cliu003eBe a consistent, warm presence for clients who need help navigating the platform or have day-to-day questionsu003c/liu003enu003c/ulu003enu003ch2u003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/h2u003enu003culu003enu003cliu003e1-4 years in a client-facing support, administrative, or operations role - financial services experience a plus but not requiredu003c/liu003enu003cliu003eExceptional organization and attention to detail - you plan ahead, nothing slips, and clients never have to ask twiceu003c/liu003enu003cliu003eConfident and warm on the phone - you enjoy talking to clients and handle a wide range of questions with calm professionalismu003c/liu003enu003cliu003eProactive by nature - you spot what needs to be done before being askedu003c/liu003enu003cliu003eStrong written communication skills for client-facing emails and outreachu003c/liu003enu003cliu003eComfortable picking up new tech platforms quicklyu003c/liu003enu003cliu003eAble to work hybrid from Bee Cave, TXu003c/liu003enu003c/ulu003enu003ch2u003eu003cstrongu003eBonus Pointsu003c/strongu003eu003c/h2u003enu003culu003enu003cliu003eExperience in wealth management, financial services, or a similarly client-focused environmentu003c/liu003enu003cliu003eSeries 65 or equivalent license (or interest in getting licensed down the road)u003c/liu003enu003cliu003eCRM proficiency (Salesforce, Redtail, or similar)u003c/liu003enu003cliu003eYou're the person who remembers the kids' names and the dog's birthday - and people love you for itu003c/liu003enu003c/ulu003enu003ch2u003eu003cstrongu003eWhy Join Usu003c/strongu003eu003c/h2u003enu003culu003enu003cliu003eWork directly alongside a 30+ year CFA/CMT-credentialed advisor - real exposure to how a high-performing wealth management practice runsu003c/liu003enu003cliu003eClear growth path - strong performers can grow into a Relationship Manager or advisor-track role over timeu003c/liu003enu003cliu003eHybrid flexibility in Bee Cave, TXu003c/liu003enu003cliu003eCompetitive comp ($60-80K) with room to grow as you dou003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eReady to disrupt wealth management? Let's talk!u003c/strongu003eu003c/pu003e