Client Service Associate - Argent Wealth Management

Job description

Your Future Team Investments, estate, tax and financial planning – all under one roof. Argent Wealth Management is an independent-minded business where individuals and families experience truly comprehensive and personal wealth management services. Our practice is steeped in a tradition of client service and personal relationships. We built these relationships over 30 years of being devoted to helping individuals and their families achieve their financial goals. At Argent, behind every business decision is a single core belief: We provide white glove service to our clients. From continual training of our team on the latest estate and tax strategies and implementing state-of-the-art investment research technology, to discovering better ways to improve client service, it's all about our clients. We aim to simplify our clients' lives, find solutions, and create long-lasting, trusted relationships. What You’ll Do: You will report to the Director of Operations and be responsible for: - Delivering service both internally and externally - Serving on client team with advisor (s) as the primary contact for clients, addressing inquiries and providing client service through phone, email, and...