Client Service Associate - Halcyon Wealth Advisors

Kestra Financial Independent Advisor Irving , TX 75014

Posted 4 weeks ago

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!

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Client Service Associate - Halcyon Wealth Advisors

Kestra Financial Independent Advisor