Client Services Representative

Accounting and Finance

for Collective Advisors, a wealth management company in the Westlake area of Austin

This is a part-time position with the potential to grow to full-time at any time within the first year based upon performance.

Position Summary

The role of the Client Service Associate is to assist team members in ensuring every aspect of client accounts is accurately and properly maintained. This role will provide ongoing service and support to clients and Advisors by providing service that exceeds expectations. This includes determining what actions need to be completed to perform maintenance on existing client accounts on an accurate and timely basis. Coordination of projects, training and ongoing development of improved office procedures is also required. The Client Service Associate must be able to manage multiple tasks at a time while maintaining professional poise and courtesy to clients and internal stakeholders.

Essential Job Functions

  • Service client needs and requirements as determined through client and/or Wealth Advisor interaction
  • Assist Wealth Advisor with communications with the client base including phone calls, emails, and meetings
  • Build and maintain a positive and professional relationship with the CWM client base with a focus on service and operations
  • Prepare paperwork to open and/or maintain client accounts to the specifications requested by the Advisor
  • Become subject matter expert in operational policies and procedures
  • Professionally provides the primary point of incoming client contact via phone or email
  • Maintain accurate and complete client information in the database
  • Interact with the firm’s Operations team on all case requirements and follow up
  • Attend all training and information sharing meetings scheduled for the Operations team
  • Adhere to all company and industry supervisory guidelines and policies
  • Conduct phone calls with custodians to research potential issues within client accounts
  • Other duties as assigned

Knowledge, Skills, and Abilities

  • Knowledge of Financial Advisor office tools (i.e. Orion, SalesForce, etc.) preferred
  • Knowledge of Microsoft Office, including Word, Excel, and Outlook required
  • Excellent interpersonal & communication skills
  • The desire to conduct research and execute
  • Strong attention to details
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • Ability to handle multiple tasks with precision
  • Analytical and research skills
  • Ability to troubleshoot and problem solve

Preferred Education and Experience

  • Bachelor’s degree in business administration, accounting, finance, economics, or similar field preferred; commensurate career experience accepted
  • Experience working in a professional office environment preferred
  • 1 year of experience in the financial industry preferred


  • Wide range of experience and tenure
  • Tight-knit, small team dynamic
  • Flexible work from home/in-office balance
  • Professional development and advancement encouraged
  • Active community engagement
  • Professional, but not stuffy/formal attitude
  • Westlake area office location

Compensation & Benefits

  • $16-20/hour based on experience
  • 18-25 hours/week with potential to grow to full-time at any time within the first year based upon performance
  • Full-time employees are eligible for benefits

Job Types: Full-time, Part-time

Pay: $16.00 - $20.00 per hour


  • Monday to Friday


  • Bachelor's (Preferred)


  • Financial services: 1 year (Preferred)
  • Administrative experience: 1 year (Preferred)

Work Location:

  • One location

Communication method(s) used:

  • Email
  • Phone
  • In-person

Hours per week:

  • 20-29

Typical start time:

  • 8 AM

Typical end time:

  • 5 PM

Company's website:

  • https://www.collectiveadvisors.com/

Company's Facebook page:

  • https://www.facebook.com/CollectiveAdvisors

Benefit Conditions:

  • Only full-time employees eligible

Work Remotely:

  • No

COVID-19 Precaution(s):

  • Personal protective equipment provided or required
  • Social distancing guidelines in place
  • Virtual meetings
  • Sanitizing, disinfecting, or cleaning procedures in place

Additional Info

Job Type : Part-time, Full-Time

Education Level : Bachelors Degree

Experience Level : Entry Level

Job Function : Administrative, Finance, Operations, Support

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