Dependable Client Services Candidates in Austin


Hi Dennis,


Happy New Year! I am eager to discuss the wealth management candidates I am representing in Austin.

These candidates are hand-selected, screened, and interviewed by us. They are still employed but passively seeking the right opportunity.

See a handful of our candidates in Austin:

Financial Advisor
  • Educated clients on a diverse range of financial products and services, ensuring a comprehensive understanding of available options
  • Conducted client meetings to assess financial objectives, risk tolerance, expenses, and long-term goals, laying the groundwork for personalized financial strategies
  • Developed strategic plans utilizing various financial products to align with and achieve clients’ specific financial goals and objectives
  • Kept abreast of financial trends through continuous market research, enabling the provision of informed and up-to-date advice to clients
  • Demonstrated proficiency in analyzing and explaining market data, leveraging strong communication skills, both written and verbal, and actively listening to client needs
  • Bachelor’s degree
  • Based in Austin; Targeting $83-90k

Client Services Representative
  • Conducted consultations with diverse clients, providing insights into a range of investment offerings
  • Addressed client issues promptly, ensuring satisfactory resolutions and maintaining positive account experiences
  • Collaborated with start-up founders, guiding them through application and funding processes to establish strong partnerships
  • Coordinated closely with operations and due diligence teams, contributing to streamlined processes and improved client services
  • Played a crucial role in onboarding new clients, facilitating seamless integration and ensuring comprehensive understanding of services
  • Based in Austin; Targeting $47-49k

Client Relationship Manager
  • Developed and maintained robust client relationships through effective communication and personalized service, leading to consistently high client satisfaction scores as acknowledged by internal surveys
  • Collaborated seamlessly with cross-functional teams to identify and address client needs and concerns, implementing tailored solutions and overseeing loan restructuring initiatives
  • Led cross-functional teams through the successful execution of underwriting approval processes and product/pricing negotiations as required for optimal client outcomes
  • Drove a culture of continuous improvement by optimizing processes and systems, fostering collaboration with internal and external partners to enhance overall operational efficiency
  • Conducted regular client meetings, ensuring a deep understanding of their financial needs and providing personalized solutions to align with their specific requirements
  • Based in Austin; Targeting $91-99k

Fund Administrative Analyst
  • Oversaw the management of the investor portal, addressing inquiries and handling data input for quarterly investor balances, document management, and the maintenance of investor communication preferences
  • Successfully managed underlying fund accounts, ensuring proper document organization, timely quarterly reporting, and accurate input of all capital call and distribution data received through Salesforce
  • Contributed to various special projects assigned by heads of the compliance or business development teams, which included conducting audit requests, preparing investor reports, handling tax documents, and managing cash flows
  • Maintained a proactive approach in handling responsibilities related to investor relations, ensuring accuracy and adherence to compliance standards
  • Collaborated with team members to streamline processes and enhance efficiency in fund administration, contributing to the overall success of the wealth management operations
  • Based in Austin; Targeting $65-67k

Financial Consultant
  • Provided remote financial consultancy services, assisting financial advisors with various client account matters, including retirement and non-retirement accounts
  • Managed fund transfers between accounts through ACH or wire transfers, ensuring smooth transactions and optimal financial management
  • Supported financial advisors in fee write-offs, account closures, and check distributions to clients or third parties
  • Collaborated with financial advisors on setting up client accounts, offering guidance on tools and processing requests
  • Efficiently handled the transfer of accounts, both outbound and inbound, between firms
  • Demonstrated commitment to client service and financial operations while working remotely
  • Based in Austin; Targeting $79-83k

Client Services Associate
  • Administered trust accounts and investment management services within a banking institution, overseeing the registration of individuals as the ITF on the accounts
  • Managed and monitored trust accounts, working closely with the trustee to ensure compliance with regulations and to benefit third-party beneficiaries
  • Offered a comprehensive suite of financial services, including securities, brokerage, banking, money management, and financial advisory services to clients
  • Facilitated the full range of investment-related transactions, from securities trading to money management, to meet the diverse needs of clients
  • Collaborated with clients to provide expert guidance on financial matters, ensuring a tailored approach to wealth management aligned with their goals and objectives
  • Based in Austin; Targeting $47-49k

Which candidates above would you like to meet with?

Please let me know your additional hiring requirements, and I will match you with your ideal technical and cultural fit.

Best,

Innesa Burrola
Boutique Recruiting CEO 
We Find The Candidates, You Can’t! 


quick question re. your Zapier feedback


Hey Dennis,

I’m Nikki, and I work at Zapier on our Product Management team.

I noticed you recently took our survey, and am glad to hear things seem to be going well! Because your feedback is so valuable, I’d love to know: What would you like to see Zapier build next?

I’d welcome any/all feedback, as our team is working hard to take Zapier to the next level. 🚀

 
Zapier
 
Nikki Bown  she, her, hers
Product Operations Manager
 
Connect on LinkedIn
 
 
zapier.com @zapier Follow on LinkedIn

theNONI (Non Owner No Income), From JEFF KRECIOCH at Hometown Equity Mortgage


This program is called theNONI (No-Nee), acronym for NON OWNER NO INCOME
The Best Non Owner Loan In The Industry.
80% LTV on Purchase (700 FICO), Program goes down to 620 FICO with lower LTV
75% LTV R/T Refi and C/O Refi (700 FICO)
FICOS as low as 620
No LTV Restrictions on 2-4 units
As little as 0 months reserves (Use cash out for reserves)
CALL JEFF KRECIOCH AT
949-784-0886 (Office Line)
JKrecioch@HTEM.com

Urgent: Do you have an off-market properties or fixer upper to sale?


Venture Property Group, LLC

Do you have an off market property or fixer upper to sale???

Hi,

My name is Sylvester. I am a fellow local Investor here in Phoenix. My partners and I are CASH buyers looking for more properties to purchase and renovate. If you or anyone you know has any off-market/pocket listings that need repairs and updates, please contact me for an “as-is” Cash offer.

I will not collect any real estate commission. You can collect the commission. (whether it is a dual commission on your listings or representing us as the Buyers agent and collecting the Buyer’s commission.)

We work with wholesalers as well!!

We don’t do any formal inspections.

Can typically close within 5-6 days after receiving clear title.

If you have any questions or would like an offer, please feel free to reach out at anytime.

Regards,

Sylvester Hagan

Investor 

Email: Sylvesterhagan93@gmail.com

Phone: 469-222-6562

If you have any questions or would like more information, call or email me.
Sylvester- 469-222-6562 or Sylvesterhagan93@gmail.com

Spring Tx Special !!!


 

New Deal Alert!

233a80 c6e42e6ef7f141928050b73d46351c22

Hott Spring TX Deal!!

Asking : $219,000 OBO ARV 290k +

3k Deposit locks deal up
buyer to pay all closing costs

***

Address: *** BAYWICK DR, SPRING TX 77389

Asking price: $219,000

ARV: $290k

Beds: 4

Baths: 2

Garage: 2
Description: 4 bed 2 bath 2005 sqft home needs Light updating

appointment and can be walked.

Buyer, please perform due diligence.

t1g6qxb9
***

Contact us for more info 832-710-1979

***

DISCLAIMER: This is an assignment of contract. A legally binding purchasing contract with memorandum has been signed with the Seller giving this company exclusive rights to purchase the property. This company does not represent the owner. We are NOT brokers and do not represent ourselves as such.

Due to the vagaries that can occur in the electronic distribution of information and due to the limitations inherent in providing information obtained from multiple sources, there may be delays, omissions, or inaccuracies in the content provided in this email. As a result, American Property Buyers LLC nor any of its affiliates, or agents (collectively the "Sender") does not represent that the information posted (the "Information") is correct in every case.

THE INFORMATION CONTAINED IN THIS EMAIL IS PROVIDED "AS IS" WITHOUT REPRESENTATION OR WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. ALL SUCH REPRESENTATIONS AND WARRANTIES ARE HEREBY DISCLAIMED, INCLUDING WITHOUT LIMITATION, THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. SENDER MAKES NO REPRESENTATION OR WARRANTY AS TO THE ACCURACY OR COMPLETENESS OF SUCH INFORMATION.

The Sender shall not be liable to you or anyone else for any loss or injury arising out of or relating to the information provided in this email. You must rely on your own due diligence in evaluating the Information. In no event will the Sender be liable to you or any third party for any decision made or action taken by you in reliance on the content contained herein. The Sender’s liability, if any, arising out of or relating to any kind of legal claim (whether in contract, tort, or otherwise), in any way connected with the content shall be limited to direct damages (excluding, without limitation, consequential, special, incidental, indirect, or similar damages) even if advised of the possibility of such damages.

American Property Buyers LLC is affiliated with a licensed real estate broker, American Property Realty LLC ("Broker"). Use of this website does not create a representation or any other relationship between Sender or Broker and the user.

 
 
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😁Easy Fall Wall Decor: Create Stunning Easy DIY Fall Crafts 😉 Crafting with Joan


 

 

Easy Fall Wall Decor: Create Stunning Easy DIY Fall Crafts

 

In this easy Fall wall decor tutorial, we’ll show you how to create stunning DIY fall crafts that add beauty and warmth to your home. From pumpkin stencils to garlands, we’ll have your fall wall decorating in no time!

If you’re looking for easy and fun Fall wall decor, look no further! This tutorial will teach you how to create stunning crafts that add beauty and warmth to your home. From pumpkin stencils to garlands, you’ll have everything you need to get started!

Don’t miss this chance to learn some easy and stunning fall crafts! By the end of this video, you’ll have everything you need to create beautiful fall decorations for your home or office!
In this video, we will show you how to create stunning DIY craft projects that are easy and fun. From indoor fall decor to autumnal wreaths, we’ve got you covered! With autumn just around the corner, it’s time to start decorating your walls with festive fall decor. This easy and fun video tutorial will show you how to create stunning DIY craft projects you can create in no time. From autumn leaf wreaths to autumnal mantels, we’ve got you covered! Are you looking for easy fall wall decor that’s stylish and fun? Look no further! In this video, we’ll show you how to easily create stunning DIY crafts that add autumn charm to your home. From Diy Fall Wall Decore fall wreaths to easy faux fur keychains, we have everything you need to create beautiful fall decorations. If you’re looking for easy and fun fall decor, this video is for you!

https://youtu.be/DWiYMrtTh5w

Thank you for joining Lucy and me today. Hope to see you next time.

Contact Information

Joan@CraftingWithJoan.com

www.CraftingWithJoan.Com

YouTube Home Page: https://www.youtube.com/channel/UC4qZqe4AOindr0xA88XbgtQ

Facebook: https://www.facebook.com/craftingwithjoan

Instagram: https://www.instagram.com/craftingwithjoan/

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Blog: https://craftingwithjoan.blogspot.com/

Copyright © 2023 Crafting with Joan All rights reserved.

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😁How to Make Easy DIY Fall Harvest Stacking Pumpkins Decoration for Fall Décor😉 Crafting with Joan


 

 

Create a Stunning DIY Pumpkin Shadow Box for Fall Decor

Looking for a creative way to spruce up your home this fall decor?

Try out this beautiful DIY Pumpkin Shadow Box! This box is made from lighted willow and looks amazingly lit up in the evenings.

This project is easy and a great way to add a touch of Fall magic to your home. If you’re looking for a fun way to decorate your home this season, this is the Fall Home Décor DIY project for you!

This video will show you how to create a stunning DIY Pumpkin Shadow Box for Fall. This Shadow Box is a great way to display your collection of pumpkins, and it’s simple to make!

Don’t miss out on this easy and beautiful project! We’ll show you how to create a beautiful fall pumpkin shadow box that will be a perfect addition to your Fall decor!

Hey there! In this video, we’re going to be creating a stunning DIY Pumpkin Shadow Box. This project is perfect for the Fall Décor and will surely add a touch of elegance to your decor.

This project is perfect if you want to add a little Fall vibe to your home. We’ll work on this DIY Pumpkin Shadow Box for hours, so stick with us until the end! Thanks for watching!

Thank you for joining Lucy and me today. Hope to see you next time.

Contact Information

Joan@CraftingWithJoan.com

www.CraftingWithJoan.Com

YouTube Home Page: https://www.youtube.com/channel/UC4qZqe4AOindr0xA88XbgtQ

Facebook: https://www.facebook.com/craftingwithjoan

Instagram: https://www.instagram.com/craftingwithjoan/

Pinterest: https://www.pinterest.com/craftingwithjoan/

Blog: https://craftingwithjoan.blogspot.com/

Copyright © 2023 Crafting with Joan All rights reserved.

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😁DIY Make a Popsicle Stick School Bus Photo Frame Craft Showcase Yearly School Photos😉 Crafting with Joan


 

 

DIY Make a Popsicle Stick School Bus Photo Frame Craft Showcase Yearly School Photos

How to Display School Photos and other ways to put them to use! Make a  Popsicle Stick School Bus Picture Frame. Display those cute first-day-of-school pictures with this easy back-to-school popsicle stick frame craft. Popsicle School Bus Photo Frame is an easy Dollar Tree Craft idea; grab two packs of their popsicle craft sticks and some hot glue! Do you pay tons of money for school photos and then have them sit in your filing. A Simple and Easy DIY Craft using Popsicle Stick to Create School Bus Ways to Showcase Yearly School Photos. It is quick to make; the kids will love seeing their photos displayed.

DIY Photo Frame display with popsicle sticks.

How to make School Bus Photo Frames with popsicle sticks

How do you make a DIY picture frame with wooden popsicle sticks? Picture Frame. Paint these Super ice cream sticks with fun patterns, and decorate them with buttons or stickers.

instructions

  • Glue four craft popsicle sticks together to form a square.
  • Repeat step one to make a second square.
  • Let the glue dry completely.
  • Paint both squares. …
  • Decorate the squares using Elmer’s 3D Washable Paint Pens™. …
  • Glue the two squares together back to back.

https://youtu.be/77iibgl14dQ

Thank you for joining Lucy and me today. Hope to see you next time.

Contact Information

Joan@CraftingWithJoan.com

www.CraftingWithJoan.Com

YouTube Home Page: https://www.youtube.com/channel/UC4qZqe4AOindr0xA88XbgtQ

Facebook: https://www.facebook.com/craftingwithjoan

Instagram: https://www.instagram.com/craftingwithjoan/

Pinterest: https://www.pinterest.com/craftingwithjoan/

Blog: https://craftingwithjoan.blogspot.com/

Copyright © 2023 Crafting with Joan All rights reserved.

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😁DIY Easy Fall Wall Decor: Create Stunning Easy DIY Fall Crafts😉 Crafting with Joan


 

 

Easy Fall Wall Decor: Create Stunning Easy DIY Fall Crafts

In this easy Fall wall decor tutorial, we’ll show you how to create stunning DIY fall crafts that add beauty and warmth to your home. From pumpkin stencils to garlands, we’ll have your fall wall decorating in no time!

If you’re looking for easy and fun Fall wall decor, look no further! This tutorial will teach you how to create stunning crafts that add beauty and warmth to your home. From pumpkin stencils to garlands, you’ll have everything you need to get started!

Don’t miss this chance to learn some easy and stunning fall crafts! By the end of this video, you’ll have everything you need to create beautiful fall decorations for your home or office!
In this video, we will show you how to create stunning DIY craft projects that are easy and fun. From indoor fall decor to autumnal wreaths, we’ve got you covered! With autumn just around the corner, it’s time to start decorating your walls with festive fall decor. This easy and fun video tutorial will show you how to create stunning DIY craft projects you can create in no time. From autumn leaf wreaths to autumnal mantels, we’ve got you covered! Are you looking for easy fall wall decor that’s stylish and fun? Look no further! In this video, we’ll show you how to easily create stunning DIY crafts that add autumn charm to your home. From Diy Fall Wall Decore fall wreaths to easy faux fur keychains, we have everything you need to create beautiful fall decorations. If you’re looking for easy and fun fall decor, this video is for you!

https://youtu.be/DWiYMrtTh5w

Thank you for joining Lucy and me today. Hope to see you next time.

Contact Information

Joan@CraftingWithJoan.com

www.CraftingWithJoan.Com

YouTube Home Page: https://www.youtube.com/channel/UC4qZqe4AOindr0xA88XbgtQ

Facebook: https://www.facebook.com/craftingwithjoan

Instagram: https://www.instagram.com/craftingwithjoan/

Pinterest: https://www.pinterest.com/craftingwithjoan/

Blog: https://craftingwithjoan.blogspot.com/

Copyright © 2023 Crafting with Joan All rights reserved.

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😁DIY Make a Popsicle Stick Apple Picture Frame Craft Showcase Yearly School Photos😉 Crafting with Joan


DIY Make a Popsicle Stick Apple Picture Frame Craft Showcase Yearly School Photos

How to Display School Photos and other ways to put them to use! Make a  Popsicle Stick Apple Picture Frame. Display those cute first-day-of-school pictures with this easy back-to-school popsicle stick frame craft. Popsicle Photo Frame is an easy Dollar Tree Craft idea; grab two packs of popsicle craft sticks and some hot glue! Do you pay tons of money for school photos and then have them sit in your filing. A Simple and Easy DIY Craft using Popsicle Stick to create Ways to Showcase Yearly School Photos. It is quick to make; the kids will love seeing their photos displayed.

DIY Photo Frame display with popsicle sticks.

How to make Photo Frames with popsicle sticks

How do you make a DIY picture frame with wooden popsicle sticks? Picture Frame. Paint these Super ice cream sticks with fun patterns, and decorate them with buttons or stickers.

instructions

  • Glue four craft popsicle sticks together to form a square.
  • Repeat step one to make a second square.
  • Let the glue dry completely.
  • Paint both squares. …
  • Decorate the squares using Elmer’s 3D Washable Paint Pens™. …
  • Glue the two squares together back to back.

https://youtu.be/2TcLEP49zIk

 

Thank you for joining Lucy and me today. Hope to see you next time.

Contact Information

Joan@CraftingWithJoan.com

www.CraftingWithJoan.Com

YouTube Home Page: https://www.youtube.com/channel/UC4qZqe4AOindr0xA88XbgtQ

Facebook: https://www.facebook.com/craftingwithjoan

Instagram: https://www.instagram.com/craftingwithjoan/

Pinterest: https://www.pinterest.com/craftingwithjoan/

Blog: https://craftingwithjoan.blogspot.com/

Copyright © 2023 Crafting with Joan All rights reserved.

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You can update your preferences or unsubscribe from this list.