Client Services Representative (Houston)

ABOUT OUR CLIENT

Our Client, a growing investment firm located in the West area, is seeking a Client Operations Professional to join their team. This role is central to ensuring that clients receive high-quality service and support, maintaining strong client relationships, and assisting advisors in delivering an exceptional client experience.

ABOUT THE ROLE

The Client Operations Professional will provide comprehensive service and operational support to advisors and their partners. This position is responsible for managing client onboarding, facilitating financial plan implementation, and ensuring timely and accurate account servicing. The role requires strong organizational skills, attention to detail, and the ability to effectively interact with clients and internal teams.

RESPONSIBILITIES

• Provide ongoing service and operational support to branch office advisors and their partners
• Facilitate development and ad...

Ready to Apply?

Submit your application today and join our talented team at Search Services.