Client Services Representative

Cordell Wealth Management is a comprehensive financial planning firm that believes in building lasting relationships based on trust and client centric advice. We are looking for proactive professionals who thrive in a collaborative environment and are eager to grow within the financial services industry. Our firm’s culture is one that is supportive, positive and solution-oriented to meet our clients needs.

Join a team that invests in your future through comprehensive benefits and clear paths for career advancement.

We seek a happy, detail-oriented individual that enjoys working as part of a team to deliver exceptional service to our clients.

• Customer Excellence: Act as the first point of contact for client calls and emails, professionally addressing inquiries regarding balances, history, and document requests.
• Advisor Support: Optimize advisor productivity by managing schedules and preparing materials for client review meetings.
• Data Integrity: Ensure all systems are updated following client meetings and maintain accurate records with the back office.

• A positive attitude and a desire to learn in a collaborative environment.
• Strong attention to detail and excellent organizational skills.
• Exceptional communication and interpersonal skills.
• A reliable professional who can handle multiple projects and troubleshoot issues as they arise.
• Business degree or experience in the financial services industry is preferred.
• Proficiency in Microsoft office and Redtail CRM preferred but not required.
• Pay: Starting at $21 per hour, commensurate with experience plus bonuses
• Schedule: In office role. Monday–Friday, 8:00 a.m. – 4:30 p.m.
• Benefits: Company-paid medical & dental insurance, life insurance, PTO, paid holidays and 401(k).

Please submit your resume and cover letter to s with the subject line “CSR Opportunity”.

Cordell Wealth is an equal opportunity employer.