Job Description

Client Services Associate

ABOUT CUELLAR & ASSOCIATES:

Cuellar & Associates, LLC is a Financial Services brokerage that offers the highest levels of customization and client servicing. We have been in business for 28 years; based in San Antonio but successfully operating in the South Texas region. This is a very exciting time at Cuellar & Associates, we are growing, and this role will be instrumental in our growth. 

At Cuellar & Associates, LLC, we want HIGHLY MOTIVATED, PURPOSE DRIVEN individuals who DESIRE TO GROW THEIR CAREERS, CARE FOR THEIR CLIENTELE, AND CREATE THE LIFESTYLE THEY DESIRE.  We truly care about your success and will provide training, mentorship, technology and the opportunity to grow. 

POSITION DETAILS:

The Client Services Associate will oversee all of our Projects in the Investment Division.   The projects will mostly consist of creating content to educate our clients on different types of investments we offer (Individual/Joint, Traditional IRA, Roth IRA, 529 College Savings Plans & UTMA/UGMA).  They will be responsible to create networking opportunities with our clients.

At Cuellar & Associates we want to invite someone to grow and thrive with us. Not to just work for us.  If this opportunity sounds like a good fit, C&A wants to hear from you.

WHAT TO EXPECT

• Results driven compensation – commensurate with experience.
• Medical, Dental, Vision, Voluntary and Accident/ Life Benefits.
• Collaborative and energetic work environment.
• 20 Divisions to serve all your client’s insurance & financial needs

RESPONSIBILITIES

• Driving business through our current clients, networking, and referrals
• Developing and maintaining long-term relationships with clients
• Set up Lunch & Learns/Zoom to educate our clients on the options we have in Investments
• Manage follow ups with our clients on a continual basis
• Create reporting for management
• Assist with inputting client data in our Client Relationship Manager (Software)
• Mail out correspondence
• Assist with any task given by management

QUALIFICATIONS

• 1-2 years of Investment Experience (Entry Level)
• Strong interpersonal skills and customer service focus
• Marketing development/networking abilities
• Presentation and organization skills
• Strong work ethic, self-motivated and goal-oriented
• Proficient knowledge on Microsoft Office (Word, Power Point, especially Excel ie Data Entry, Formulas, Pivot Tables)
• Bilingual (Preferred): Spanish

REQUIREMENTS

• Must have experience with Mutual Funds
• High School Diploma
• Must be organized, creative & detailed

COVID-19 considerations: All staff is required to wear mask and to social distance when in the office.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status and other legally protected characteristics.

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