Client Service Associate | Meeting Preparation

Job Overview

We are seeking a highly organized and detail-oriented Client Service Associate to support our advisors and help ensure a seamless client experience before, during, and after client meetings

This role is responsible for preparing meeting materials, coordinating information across internal teams, maintaining accurate CRM records, and ensuring timely completion of post-meeting follow-up

The ideal candidate is proactive, dependable, highly organized, and comfortable managing multiple priorities while handling confidential client information

About Strittmatter Wealth Management Group

Strittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, Texas

Since 2007, we have specialized in retirement planning, investment management, and business planning for high-net-worth individuals, retirees, and business owners.

Job Responsibilities

• Prepare client meetings by gathering documents, reports, and required information
• Coordinate with advisors and internal teams to ensure meeting materials are accurate and complete
• Maintain client records, meeting notes, and follow-up activities in the CRM
• Track post-meeting tasks and coordinate timely completion of client deliverables
• Prepare and send client follow-up communications and meeting materials as needed
• Assist with scheduling, meeting confirmations, reminders, and other client service needs
• Maintain organized and confidential client files and support advisors with day-to-day client service activities

Qualifications

• 3+ years of experience in client service, financial services, administrative support, or a related role
• Strong organizational skills, attention to detail, and follow-through
• Excellent written and verbal English communication skills
• Ability to manage multiple priorities and meet deadlines
• Proficiency in Microsoft Office Suite and CRM systems, with Redtail, Salesforce, or similar preferred
• Experience supporting financial advisors, wealth management professionals, or high-net-worth clients preferred but not required
• Willing to work as an Independent Contractor

Rate: $6-$7USD per hour

Hours: 20-30 hours per week, Monday to Friday within 8am to 5pm Central Time

Why Join Strittmatter

• Gain experience supporting a professional wealth management team
•  Work in a collaborative, professional, and client-focused environment
•  Remote Opportunity