Job Description


Client Services Associate star

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Aspect Wealth Management

San Antonio, Texas, United States

Date Posted:
Financial Services/Insurance
Job Type:
Aspect Wealth Management
Job Description:

Description - The Client Services Associate plays a critical role in the back-office. With responsibility for the day to day back-office details, the Client Services Associate helps ensure clients have a wonderful experience at Aspect Wealth. We have experienced professionals that will train you and work to give you a detailed understanding of how we do business.


Responsibilities & Activities:

  • Greets clients and makes them feel comfortable when they visit the office
  • Works with motivated, industry-leading advisors to provide exceptional service to our clients
  • Handles incoming phone calls
  • Coordinates client meetings
  • Orders and handles office supplies
  • Processes new accounts and account transfers
  • Processes new contributions and withdrawals from investment accounts
  • Processes beneficiary changes

Knowledge, Skills & Abilities:


  • A genuine interest in serving and caring for other people
  • Excellent attitude and an extraordinary client service orientation
  • Excellent interpersonal and phone skills
  • A strong focus on getting the details right
  • Excellent organizational and time management skills
  • An ability to handle multiple tasks with a positive attitude
  • Good understanding of computers and technology in general
  • Proficiency with Microsoft Office


  • Undergraduate Degree
  • Previous securities industry experience
  • FINRA Series 6 or 7 and 63
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About the Company

Aspect Wealth Management

At Aspect Wealth Management, we endeavor to help our clients identify and achieve their vision of the future. Through a strong client/advisor relationship built on a foundation of trust and integrity, we seek to understand each client's life situation and provide customized strategies, solutions and services to help maximize the growth, preservation and tax-efficient transfer of corporate and personal wealth. We commit to excellence in every aspect of our relationship with you as we help fulfill your wealth management needs. More...