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  • Client Services Associate
    Client Services Associate
    hace 2 días
    $60000–$72000 anual
    Jornada completa
    Austin

    The Opportunity Our client, a growing independent Registered Investment Advisor (RIA) in Austin, seeks a Registered Client Service Associate to join the client services team. This role is ideal for a detail-oriented financial services professional who enjoys working closely with clients and advisers, handling account administration, and ensuring a high standard of service delivery. You'll support advisers, manage client relationships, and maintain operational accuracy across the client lifecycle. Key Responsibilities • Act as a primary point of contact for client service requests and account inquiries., • Process new account openings, transfers, rollovers, and account maintenance., • Prepare and review client paperwork to ensure accuracy and compliance., • Coordinate with custodians and third-party providers., • Support advisers with meeting preparation, follow-ups, and client communications., • Maintain accurate client records in CRM and portfolio management systems., • Assist with trade processing and operational tasks as required., • Monitor outstanding service items and ensure timely resolution., • Ensure all activities comply with firm policies and regulatory requirements. Required Qualifications • FINRA registrations: Series 7 and Series 66 (or Series 63 & 65)., • 2+ years of experience in a client service or operations role within an RIA, broker-dealer, or wealth management firm., • Strong understanding of investment accounts, transfers, and custodial processes., • Proficiency with CRM and financial planning or portfolio systems., • Excellent organisational and communication skills., • High attention to detail and ability to manage multiple priorities. Preferred Experience • Experience working within an independent RIA environment., • Familiarity with custodians such as Schwab, Fidelity, Pershing, or LPL., • Exposure to financial planning processes., • Bachelor’s degree in finance, business, or related field. Compensation & Benefits • Competitive base salary (commensurate with experience), • Performance-based bonus, • Health, dental, and vision insurance, • 401(k) with employer contribution, • Paid time off and holidays, • Professional development support

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  • Insurance Agent
    Insurance Agent
    hace 25 días
    $50000 anual
    Jornada completa
    Holly, Austin

    We Insure, national insurance brokerage is currently hiring and interviewing experienced and licensed Insurance Agents to start in February 23, 2026. Are you looking to grow your earning potentials with a data driven insurance brokerage? Submit your application today using the links below! Your Impact: As an experienced Insurance P&C Agent at We Insure, you will be responsible for selling and servicing Property and Casualty insurance products in a fast-paced call center environment. This role requires prior experience working as a licensed insurance agent, managing high call volumes, and working with multiple insurance carriers. The agent will handle new business, cross-selling, renewals, and policy rewrites while providing consultative guidance to customers. An active Texas P&C license is required. Position Details: • Start date: February 23, 2026, • Onsite Interviews: January 26-30, 2026, • Pay: $50,000/ year + incentives, • Location: 2010 E 6th St, Austin, TX (onsite only)., • Schedule: Full-time, with paid training., • License: Texas P&C License required, • Work Experience: Call center experience required; Property & Casualty insurance agent experience preferred. What You'll Do: • Sell and service Property and Casualty insurance policies in a call center setting., • Handle inbound calls from the National Sales Center to queue and conduct outbound sales outreach as needed., • Work with multiple insurance carriers to quote, bind, rewrite, and re-shop policies., • Use a consultative approach to recommend coverage that aligns with customer needs, preferences, budgets, and regulatory requirements., • Meet or exceed sales and retention goals through new business, cross-selling, and renewal conversations., • Re-shop and rewrite existing customer policies to improve coverage or pricing when appropriate., • Accurately enter and maintain client and prospect information in the Agency Management System and complete assigned activities., • Bind SIFI policies same day when applicable., • Complete required training and successfully pass assigned CSR courses., • Maintain professional and effective relationships with clients, teammates, carriers, and business partners., • Communicate sales opportunities, customer feedback, and concerns to leadership as appropriate. What You'll Bring: • Active Texas Property and Casualty license (2-20 required)., • Prior experience working as an insurance agent in a call center environment., • Experience working with multiple insurance carriers., • Proven success selling P&C insurance products and policies., • Strong communication skills with the ability to clearly explain insurance concepts., • Knowledge of insurance software's and tools: Ezlynx, QuoteRush, and EPIC., • Ability to manage high call volume in a fast-paced sales environment., • Strong attention to detail and accurate documentation skills. Education and Experience: • Minimum of 2 years of prior Property and Casualty insurance sales experience required., • High school diploma or GED required. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Travel Required- Less than 10% Physical Requirements: While performing the duties of this job, the employee is frequently required to stand; walk; talk and hear; sit for extended periods of time; use hands to finger, handle, or feel and reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Job Type: Full-time Benefits: 401(k) 401(k) matching Dental insurance Health insurance Paid time off Tuition reimbursement Vision insurance Education: • High school or equivalent (Required) Experience: • P&C Insurance sales: 2 years (Required), • Call Center Work Environment: 2 years (Required) License/Certification: • Texas Property & Casualty License (Required) Ability to Commute: Austin, TX 78702 (Required) Work Location: In person

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