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Client Service Specialist

Posted: 02/19/2023

Title: Client Service Specialist
Supervisor: Director of HR
Reports to: Managing Director
FLSA Status: Non-Exempt
Department: Administrative Professionals
We are seeking a motivated Client Service Specialist (Administrative Assistant) to join our rapidly growing wealth management and retirement plan practice in our Boerne, TX location. Prime Capital Investment Advisors, LLC is a financial services firm that truly cares about their clients, advisors, and associates. Our firm inspires people to achieve their life’s ambitions and we are looking for people with the drive, enthusiasm, professionalism, and values we hold so important to be a part of the Administrative Professional’s Team. Objectives: The Client Service Specialist plays an important role in serving “their” clients which are the Advisors they work for and the clients they serve. Client Service Specialists work alongside the Office Administrators assisting and supporting the business objectives outlined by their supervising advisor(s) and to organize and manage a wide range of administrative and client support activities. The CSS role is about: 1) enhancing the client service experience and 2) making the Advisors they support more successful. We are looking for associates who have a desire to be the very best and to provide the highest level of service excellence. Our Standards: Our overall standard is "service excellence." Our goal is to provide the very best experience in service to our clients and advisors. As such, the CSS must display:
• Professional Expertise
• An ability to quickly form and maintain a positive, productive relationship with advisors and their clients
• Strong technology skills
• An ability to learn the financial services industry and understand the objectives for the position
• Tremendous written and oral communication skills
• Ability to adapt quickly and positively to change in the financial services industry
• Superior attention to detail and follow through; accuracy is extremely important
• Excellent organizational and time-management skills; ability to successfully multitask and manage priorities effectively
• Team player and collaborator
• High standard of professionalism, ethics, confidentiality, and integrity
• Willingness to be proactive There are several key areas where CSS must demonstrate professional proficiency:
• Financial industry terminology and account types
• Salesforce data entry and management
• Docusign technologies
• Detailed and accurate data entry and account processing
• Policy and procedures
• Google Suite and calendar management
• Client service
• Client Engagement program Education/Experience
• High school Diploma required
• Bachelor's Degree preferred or equivalent financial services industry experience
• Financial Services Industry experience preferred
• Exceptional Google Suite, Salesforce, Microsoft Suite, Adobe skills required
• Successful completion of industry standard background screening required

• Health, Dental, Vision, Group Life & Disability, HSA
• 401(k)
• Healthjoy
• 12 Paid Holidays
• Voluntary Group Life and AD&D, Aflac, and Nationwide Pet Insurance
Prime Capital Investment Advisors (“PCIA”) Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 50+ locations throughout the United States, with over 160 investment advisor representatives and 160+ associates serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”) a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”). For more information, visit Please submit all resumes to: