You Deserve More Than Just a Job. You Deserve to Be Valued. You're great with people, meticulous with details, and thrive when you're making a meaningful impact. But if you're reading this, something's missing. Maybe you're feeling underappreciated, stuck, or simply not excited to go to work anymore. It's time for a change-and this might be the opportunity you've been waiting for.
Imagine walking into a place each day where your smile sets the tone for someone's entire financial journey. Where your organizational talents aren't just recognized-they're essential. In this role,
you are the heart of the client experience. You'll be the first person people talk to when they call or walk in. The one they trust to make sure everything goes right. You'll organize, support, communicate, coordinate-all with the calm, confident professionalism that makes clients feel taken care of.
This role is tailor-made for someone who:- Takes pride in providing white-glove service-no shortcuts, just excellence
- Loves juggling tasks, calendars, paperwork, and people without missing a beat
- Finds satisfaction in solving problems before they become problems
- Values long-term relationships and is driven to help others succeed
- Wants a career path, not just a paycheck
What you'll handle day to day:- Be the friendly, reliable first point of contact for clients (email, phone, and in-person)
- Coordinate meetings, prepare documents, and support financial advisors
- Manage client onboarding, ensure accuracy and compliance
- Keep records pristine, confidential, and up to date
- Help organize events, seminars, and follow-ups like a pro
- Always look for ways to improve, streamline, and elevate the client experience
This might be your perfect fit if you have:- 1-3 years in client service, admin, or support-ideally in financial services
- Great communication skills (people love working with you)
- A mind for organization, multitasking, and making things run smoother
- Basic tech skills (Word, Excel, Outlook; bonus if you know Redtail or Salesforce)
- A desire to grow into bigger roles, whether in service, operations, or advising
Why this job matters (and why you'll love it): You're not just supporting a business. You're helping real people retire with confidence. Your work makes it possible for families to plan, invest, and live better lives. And you'll do it all with a firm that's growing, thriving, and committed to creating a workplace where great people stay and succeed.
Location: Cedar Park, TX (just north of Austin)
Compensation: Competitive salary + full benefits + bonuses + PTO + career growth
There's a reason this role just feels right. Apply now