Client Service Representative

Job Description

Job Description

About the Firm
Shiloh Private Wealth is a holistic financial planning firm dedicated to serving the needs of East Texas residents and clients across the country. We provide personalized, comprehensive wealth stewardship that brings clarity and simplicity to our clients’ financial lives.

Our relationships are built on collaboration, respect, and shared values. We deliver a complete approach to financial planning, portfolio management, retirement planning, risk management, estate and charitable giving, business transitions, education planning, and banking/lending solutions.

About the Role
We are seeking a detail-oriented, client-focused Client Service Administrator to join our growing financial advisory team in Tyler, TX. This vital role serves as the primary point of contact for clients, delivering exceptional service while supporting the operational, administrative, and compliance needs of our advisors. You’ll help build strong client relationships, ensure smooth day-to-day operations, and allow our advisors to focus on strategic financial planning and client growth.

This is a great opportunity for someone who enjoys client interaction and thrives in a professional, team-oriented office environment.

Key Responsibilities

• Act as the primary point of contact for client inquiries, account transactions, and general support, delivering timely, accurate, and professional assistance.
• Manage front desk duties, including greeting visitors, handling phone calls with excellent etiquette, and maintaining a welcoming office environment.
• Support client onboarding (opening new accounts) and ensure a seamless, positive experience for new clients.
• Process account transactions, including money movements, transfers, and distributions.
• Maintain and update client information in our CRM system (Wealthbox).
• Coordinate client meetings, prepare materials, and manage timely follow-ups.
• Review transactions and documentation for accuracy, completeness, and regulatory compliance (FINRA/SEC standards).
• Handle administrative tasks such as filing, proofreading documents, correspondence, and office organization.
• Assist advisors with reporting and other operational needs to improve practice efficiency.
• Uphold strict client confidentiality and adhere to all firm policies and compliance requirements.

Requirements

• 1–3+ years of experience in client service, administrative, or clerical roles (financial services, insurance, or professional office environment preferred).
• Experience in insurance processing is highly valued for its relevance to account documentation, transaction handling, and client support.
• Exceptional attention to detail, strong organizational skills, and the ability to manage multiple priorities effectively.
• Excellent verbal and written communication skills with a friendly, professional demeanor and strong phone etiquette.
• Proficiency in Microsoft Office (Outlook, Word, Excel) and comfort learning CRM systems.
• High integrity and commitment to maintaining confidentiality and regulatory compliance.
• Ability to work independently while collaborating well with the team.

Preferred Qualifications

• Familiarity with the financial services industry or basic investment concepts.
• Experience with financial planning tools such as Right Capital or Holistiplan (Canva experience is a plus).
• Bilingual abilities (a plus).
• Willingness to pursue industry licensing (Series 7/66/65) in the future is welcome, but licensing is not required for this role.
• Notary Public license or willingness to obtain one is preferred.

Compensation

• Salary Range: $45,000 – $60,000 annually, depending on experience and qualifications.
• Competitive benefits package (health insurance, retirement contributions, paid time off, etc.) — details provided during interview.

Work Environment & Expectations

• Full-time, on-site position in a professional office setting in Tyler, Texas.
• Professional business attire required.
• High standards for accuracy, timely follow-up, and adherence to Standard Operating Procedures (SOPs) and compliance guidelines.
• Opportunity to make a direct impact on client satisfaction and firm growth.

How to Apply
Please submit your resume and a brief cover letter explaining why you’re a strong fit for this Client Service Administrator role, including any relevant insurance or client service experience. We look forward to hearing from you!

Equal Opportunity Employer
Shiloh Private Wealth is an equal opportunity employer. We consider all qualified applicants for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic under applicable law.

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Work Location: In person