Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently with high-net-worth clients, and thrives in a deadline-driven environment. The successful candidate will play a key role in maintaining service quality, coordinating account-related activities, and ensuring day-to-day operations run smoothly.
Responsibilities:
- Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners.
- Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience.
- Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows.
- Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools.
- Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule.
- Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time.
- Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts.
- 3+ years of experience in wealth management, financial services, or a comparable high-net-worth client service environment.
- Strong working knowledge of client service practices within advisory services or related financial settings.
- Proficiency with Microsoft Excel and experience using Salesforce to manage client or service-related information.
- Excellent written and verbal communication skills, with the ability to interact professionally across a fast-paced office environment.
- Demonstrated ability to stay organized, manage follow-through effectively, and maintain close attention to detail.
- Proven success handling multiple priorities while meeting firm deadlines and maintaining service accuracy.
- A bachelor’s degree is preferred.