Client Service Associate (houston, Tx)

Willenborg Wealth Management

Houston, TX, USA
Remote
Client relationship management software
Microsoft excel for reporting
High volume client interactions
Assist Financial Advisors and provide clients with quality service by performing routine and non-routine tasks

Job Summary

  • Assist Financial Advisors and provide clients with quality service by performing routine and non-routine tasks.
  • Service a high volume of daily interactions, process client financial transactions, and maintain accurate client paperwork.
  • Utilize CRM software, Excel, and effective communication skills to support financial advisors and clients in a fast-paced environment.

Matching Summary

Assist Financial Advisors and provide clients with quality service by performing routine and non-routine tasks.

Skills & Requirements

Must-have

  • Client relationship management software
  • Microsoft Excel for reporting
  • High volume client interactions
  • Processing financial transactions
  • Maintaining client paperwork accuracy

Nice-to-have

  • Detail-oriented problem solver
  • Adaptable to changing priorities
  • Proactive follow-up and resolution
  • Calm under stressful situations
  • Collaborative team environment

Key Requirements

  • High School Diploma or equivalent
  • 1+ years securities industry experience preferred
  • General office practices knowledge
  • Investment concepts knowledge
  • Financial markets and regulations knowledge

Work Rights

Not specified

Tailored Resume

Cover Letter