Client Services Associate (Houston)

Our boutique investment advisory firm is looking for a Client Service Associate who will support the registered financial advisors by providing exceptional service to our clients, financial processing, maintenance, and research.

Responsibilities

• Support the Advisors by providing daily assistance and overseeing daily operations
• Building relationships with clients through communication, both verbal and written
• Providing exceptional service by meeting or exceeding clients’ expectations
• Assisting clients by receiving incoming calls and making phone calls
• Preparing and processing financial and maintenance requests electronically
• Knowledgeable in Personal, Retirement, Trust, Partnership, and Estate accounts
• Work as a facilitator between the clients and Transfer Agencies(i.e. Fidelity, Schwab)
• Ensure the appropriate policies and procedures are in place
• Interacting with clients b...

Ready to Apply?

Submit your application today and join our talented team at ADELL, HARRIMAN & CARPENTER, INC..