Tiras Wealth Management

Named #3 on HBJ’s Best Places to Work in Houston in 2022-2023; 2025!

Named #5 on the InvestmentNews Best Places to Work for Financial Advisors 2023!

Client Service Coordinator

This position may be responsible for:

• Scheduling and confirming meetings with clients (phone/email/text);
• Managing calendars for practice;

· Reviewing/analyzing/prepping client data and summarizing for meetings with advisors;

• Sitting in on client meetings to take notes;
• Tracking client service touches and coordinating with team for execution;
• Tracking Managed Account Annual Reviews for advisors;
• Using Salesforce/CRM to Manage client records and document client interaction for task initiation and completion;
• Providing support by taking and returning calls;
• Performing other allowable duties as assigned.

Specific Experience, Knowledge, and Skills Required:

· Strong analytical and written communication skills (both written and verbal)

· Direct attention to detail and organization

· Strong sense of ownership, ability to work quickly and accurately

· Positive attitude and sincere willingness to constantly learn and grow

· Ability to build internal and external relationships

· Highly proficient in Microsoft office including Excel, Word, PowerPoint, and Outlook

· Salesforce/CRM experience preferred

· Familiarity with Ameriprise Financial Services tools a plus

· Associate's degree required

· Series 7 and 66/63 licenses or the desire to obtain a plus

Starting compensation between $65,000 and $80,000 depending on experience and qualifications.

Benefits:We offer competitive pay and opportunity for growth. Company benefits include medical, dental, vision, disability and life insurance, paid parking, generous PTO and 401(k) plan with matching, monthly chair massages by a certified massage therapist, Tuesday breakfasts, and Friday lunches. We also offer the potential for a car allowance and travel allowance benefit.

Our Products and Services: Personal financial planning for retirement, investments, wealth preservation strategies, tax management strategies, small businesses, and education funding.

Job Type: Full-time

Pay: $65,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Commute:

• Houston, TX 77046 (Preferred)

Ability to Relocate:

• Houston, TX 77046: Relocate before starting work (Preferred)

Work Location: In person