Client Associate

Founded in 2009, MDT Financial Advisors has grown by serving clients through investment planning, disciplined investment strategies and proactive personal service. Our Pledge at MDT Financial Advisors is "We pledge to make the complex simple by having a plan designed to fit your life goals using the right investments with straightforward costs."WHO WE WANTMDT Financial Advisors is seeking candidates for a full-time or part-time Client Associate position in our Clear Lake area office. The Client Associate plays a critical role in the backstage and front stage functioning of our practice. Administration of client services and interaction with clients and prospects are the main focus of this position.JOB DUTIES & RESPONSIBILITIES:•Answering Incoming Calls to MDT Financial Advisors•Processing request from clients, prospects and other Team Members.•Coordinate and schedule "Strategy and Review" Meetings•Place outgoing "No Contact Calls" to clients.•Develop and maintains written systems of all activities.•Maintain client interaction in firm Contact Management System•Professionally greeting clients when they enter the office.•Process opening new accounts for clients•Internal journals and external ACH.•Monitor social media accounts and provide proactive ideas for improved engagement.•Deploy email blasts utilizing CRM•Work with Compliance to get content approved.•Back up other Associates in other aspects of financial advisory practice.•Letter mailouts and Event InvitationsWHAT YOU NEED:•Positive attitude, with exceptional client service demeanor.•Writing and communications skills.•Working knowledge of Word, Excel, Outlook and Windows 10.•Ability to take direction from various individuals.•Great organizing and multi-tasking skills.•Superior ability to communicate professionally, clearly and accurately in both written and verbal communication with clients and business partners.•Demonstrate personal initiative and motivation to exchange for your expertise, we offer a base salary, bonus potential, Benefits, Simple Retirement Plan plus matching, PTO, paid holidays and a great working environment. The position is based in our very professional Clear Lake-Houston office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused. Only qualified candidates will be contacted.Please email resume to .

Created: 2025-02-23