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Client Service's Team Associate

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Updated May 15, 2021
Job Description

Provident Wealth in The Woodlands is seeking a bright and motivated Client Services Team Associate to assist our clients with new accounts, account service and administration, deposits and transfers, distributions and general service, reporting and billing. The right candidate is either an an accomplished mature new grad, or someone who has a strong work history and track record in this type of role. We are seeking someone who works well with others, learns new things easily and can get things done in a timely fashion. You are smart but humble and can work well during an occasional stressful situation, such as when a clients needs require a rush. Coming from another industry is fine with us if you can demonstrate that you are the kind of person we are seeking. We are fun, close nit team who shares lots of laughter and food together in a small and intimate office of 9 employees. We just celebrated 10 years here in The Woodlands and it may be because we are obsessed with client service and because we feel our purpose is important. We love our clients dearly and therefore we only accept really great clients and really exceptional employees into our firm; which makes working here quite enjoyable we are often told. We offer strong compensation, great benefits, great health insurance, retirement plan with employer contributions, paid time off and paid holidays at a secure and convenient beautiful Woodlands location. We are only seeking those who are truly exceptional or wish to become exceptional in their career. Please take the time to email your resume to our Chief Investment Strategist Daniel Goodwin at A cover letter is preferred and please reference history how and why you fit the role that we have described in this job posting.

Skills Required

MS Office, very strong verbal and written skills. Team player who is obsessed with accuracy and attention to detail. You like to get things done and are capable of easily learning new software, processes, workflows, systems and procedures. You should be a fast learner of new data processes. Our ideal person is the sort who rejects drama and pettiness, and who want's to serve our community in an important role as part of a well cast team of A players who are committed to excellence in all things.


Excellent Salary, Benefits, Insurance

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Provident Wealth Advisors LLC

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