Client Service Associate - Houston Area
A boutique wealth management firm located in Houston is seeking a Client Service Associate to join their team. Candidates must have 5-10 years of experience in wealth management or financial services. This position is 20% administrative and 80% client service related. Job duties include:
Sitting at the front desk and greeting visitors
Calendaring and scheduling
Setting up conference rooms
Servicing client accounts- opening up new client accounts, setting up ACH transfers, and managing forms on client accounts
This firm offers an outstanding work culture, bonus opportunity, full benefits, and strong reputation. HOUGW34
Numbers & Facts
Location
Houston, TX
Skills
Conference Managementunmatched
Customer Support/Serviceunmatched
Financial Servicesunmatched
Sales Managementunmatched
Wealth Managementunmatched
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