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Licensed Client Services Associate

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Houston

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

As a Licensed Client Services Associate, you will be integral to our team, handling customer relations, managing financial data, and ensuring the smooth operation of our services. This role is situated within the wealth management industry.

Job Responsibility:

  • Efficiently manage client transactions and money movement requests
  • Regularly communicate with clients regarding new business and existing issues
  • Execute client-specific projects as needed
  • Handle outbound calls and emails to service clients professionally
  • Review and prepare comprehensive investment reports
  • Accurately update client information for review meetings
  • Confirm transactions with clients to ensure accuracy
  • Responsibly manage calendars and CRM to record client interactions
  • Resolve client queries via phone and email promptly and effectively
  • Summarize meeting notes, emails, and financial data for client meetings

Requirements:

  • Minimum of 3 years of relevant experience in the field
  • Proficiency in Wealth Management
  • Experience in Private Wealth Management
  • Possession of Series 63 Licenses
  • Series 65 qualification
  • Must hold a Series 6 license
  • Ability to provide excellent client service
  • Strong communication and interpersonal skills
  • Must demonstrate a high level of professionalism and integrity
  • Proven ability to work effectively in a team-oriented environment
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:
March 25, 2025

Employment Type:
Fulltime
Work Type:
On-site work
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