Client Service Associate

WDW Financial is a company focused on providing exceptional service to its clients, and they are seeking a Client Service Associate to support their financial advisors. The primary role involves assisting clients with account maintenance, onboarding, and service requests to ensure a smooth and exceptional experience. Responsibilities Serve as a key point of contact for clients, handling a range of inquiries and service requests related to account maintenance, new account openings, and client profile updates Support the onboarding process for new clients by coordinating with financial advisors and other team members to ensure a seamless experience Proactively communicate with clients, providing updates, answering questions, and resolving service-related issues in a timely and professional manner Document client interactions and keep relevant information updated in our CRM (Salesforce), ensuring accuracy and thoroughness Collaborate with other teams to manage client cases from initiation through resolution Perform administrative tasks such as updating client records, processing paperwork, and maintaining compliance with firm policies Assist with scheduling client reviews and managing client communications across email, phone, and in-person interactions Skills Bachelor's degree required 1-3 years of experience in client service or administrative support Proficiency in Microsoft 365 (Excel, Word, PowerPoint) and CRM systems; Salesforce experience is preferred Familiarity with data entry and client relationship management tools, with a high level of accuracy in data handling Exceptional communication skills with a client-focused approach Strong attention to detail and organizational skills, with the ability to manage multiple tasks effectively Salesforce experience is preferred Experience in financial services is preferred but not required Benefits Health Insurance : BlueCross BlueShield PPO plan with 100% employer-paid premiums for employees, plus optional vision, dental, and life insurance. 401(k) : Generous 10% employer contribution, with no employee match required. Paid Time Off : Begin with two weeks, increasing to three weeks after two years and reaching four weeks after ten years, plus ten paid holidays. Work Flexibility : Primarily in-office role with occasional work-from-home privileges. Professional Development : Support for certifications, continuing education, and opportunities for career advancement. Collaborative Culture : Join a supportive, growth-oriented team where your contributions are valued and opportunities for advancement are always within reach. Company Overview WDW Financial provides financial planning and consulting services. It was founded in 1969, and is headquartered in Richardson, Texas, USA, with a workforce of 11-50 employees. Its website is