Windward Recruiting 

Client Services Representative

• Manage daily client service requests
• Oversee and execute client onboarding
• Manage CRM workflows and tasks, ensuring that all client touch points are made
• Develop and fine-tune processes and workflows
• Calendar management
• Participate in weekly meetings with the intent that you will lead these meetings and track outstanding items after getting up to speed
• Project management and execution
• Resolve issues practically and proactively
• Participate in strategy meetings and help execute on goals of the firm
• Eagerness to learn financial services industry
• NO new business development / sales

Operations / Client Service Associate

Financial Planning and Analysis

• Design, present, and implement detailed, proactive financial planning solutions focused on retirement, investments, cash flow planning, multi-year tax planning, asset protection and estate planning.
• Prepare financial analysis for clients that consider their specific preferences, values, goals, and priorities with a vision to accomplish the client’s personal and financial goals.
• Prepare for, participate in, and follow up after client meetings, with the plan to take over some client relationships over time.
• Develop the skills to lead comprehensive client meetings that discuss all phases of the wealth planning cycle to identify and educate clients about complex issues
• Coordinate with Client Service Team
• Participate in building new client relationships in collaboration with strategic partners in the community.
• Jump in and support others as the success of the entire firm relies on each person working together for shared goals.

Financial Advisor

Operations

• McGee Wealth Management, a financial advisory & Investment Management firm located in Katy, TX, is seeking an Operations Manager.
• Serve as the “Integrator”– assisting with setting the strategy of the firm and leading the charge to implement that strategy.
• Effectively collaborates with the President and stays on the same page.
• Maintains a high level of mutual respect with the President.
• Realizes the unique contributions and ideas that the President has and possesses an ability to filter and translate those ideas into functional plans for the company.
• Manage office workflow to ensure that our client service standards are met
• Lead, manage, and coach team members in achieving agreed-upon commitments.
• Ensure everyone is truly following, and adhering to, the company’s processes and systems with consistency
• Resolve issues proactively and effectively – seeing real problems, being comfortable with conflict, calling out problems, and solving the problems in a practical and helpful manner
• Manage relationships with external resource providers
• Manage HR for our small team
• Compile internal KPI metrics
• Prepare for and run internal meetings including quarterly strategy meetings with the help of our external consultant
• Serve as intermediary between senior management and support staff

Wealth Management Operations Manager

Account Manager

• The Relationship Manager plays a key role in supporting financial advisors by helping them manage their books of business and ensuring seamless operational execution. This role is responsible for handling the operational tasks that allow advisors to focus on client relationship-building and financial planning. The Relationship Manager will take ownership of administrative duties, client onboarding, account maintenance, and coordination across teams to deliver exceptional client service, ensuring a smooth, efficient, and client-centric experience. Primary Duties: Assist financial advisors by handling administrative tasks, coordinating client communications, and managing client accounts to allow advisors to focus on strategic relationship-building and financial planning. Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner. Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure all client-related activities are executed efficiently and in line with company standards. Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery. Cultivate and maintain strong relationships with clients. Understand clients' financial goals and preferences. Identify opportunities for client growth and new business. Stay informed on financial market trends and regulatory changes. Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures.

Operations / Client Service Associate

Financial Advisor

Wealth Management Operations Manager

Associate Advisor / Relationship Manager