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Robert Half Logo Robert Half · Finance

Client Services Assistant

United States, Houston · Job Posted June 15, 2026
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Job Description

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.

Job Responsibility

  • 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

Requirements

  • 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

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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