Who we are:

Cresta Advisors is a Registered Investment Advisory firm in Laredo, Texas. We guide investors in identifying, setting, and achieving their financial goals. We provide comprehensive financial advice to our clients and deliver solutions via investment management, retirement planning, and insurance alternatives.

We are a fast-growing advisory firm compromised of young and dynamic professionals. Our team is collaborative and there is an emphasis on brainstorming, feedback, and innovation. Our positions offer a long-term career development within the financial services industry.

Position Overview:

Work with entire team to coordinate all client service activities with a focus on delivering the ultimate client experience. This position is critical to building client advocacy and ensuring continued profitability of the practice through identifying organic growth and referral opportunities. This individual spends almost all of his or her time in client-facing activities so that the advisors can focus efforts on growing the practice through marketing and sales activities.

Title:

Client Service Associate

Qualities:

• Possesses a passion to help team and clients
• Dedicated and loyal to trusted people
• Reliable, follows through on commitments
• Balances people and task responsibilities
• Patient and methodical approach to work
• Exceptional listening skills
• Detail-oriented
• Able to prioritize tasks
• Strong organization and communication skills
• Strong team player with very positive attitude
• Seeks stability and security
• Can take direction and execute a plan
• Prefers a conflict-free environment
• Flexible and accommodating
• Can assure people and put them at ease

Functional Responsibilities:

• Serve clients at the highest possible level to ensure that any and all wealth management concerns are promptly and accurately addressed
• Support the Advisors and clients in the account opening process
• Facilitate the transfer of funds on behalf of clients
• Coordinate service activities and delegate appropriate tasks to team members
• Manage relationships with clients and internal and external resource providers
• Ownership of Client Service Menu and Ultimate Client Experience
• Generate and manage client communications and strategies by telephone, mail and Internet
• Organize all client appreciation events
• Generate call lists of clients and prospects for Advisors
• Participate in team meetings, team projects, and other tasks to advance the growth of the business and improve the process by which we serve our clients

Educational and Experience Requirements:

• An undergraduate degree in finance, business or economics is preferred not required
• Background and experience in the financial services industry is preferred not required
• Knowledge of customer relationship management (CRM) software is preferred not required
• Knowledge of Microsoft Office applications is required

Employee Benefits:

• Health plan available
• Paid Time Off
• 401K Plan
• Base Salary

Cresta Advisors is an equal opportunity employer, considering all qualified applicants and employees for hiring, placement, and advancement, without regard to a person's race, color, religion, national origin, age, genetic information, military status, gender, sexual orientation, gender identity or expression, disability, or protected veteran status.

Industry:

• Financial Services

Employment Type:

• Full-time

Job Type: Full-time

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Laredo, TX 78041: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Customer service: 1 year (Preferred)

Work Location: One location