Branch Operations & Client Services Associate

Beacon Hill Staffing Group, LLC; Houston (TX); On-site; USD 42,000 - 52,000; Full time

Job summary

Beacon Hill Staffing Group, LLC is seeking a Branch Service Associate to join the River Oaks area office in Houston. The role covers internal financial tasks, office management, greeting clients, and answering phones with an open-ended contract, onsite Monday through Friday 8AM–5PM.

The candidate should be highly organized, detail-oriented, and able to handle sensitive information while maintaining discretion and professionalism in all interactions.

Qualifications

• Proficient in Microsoft Office (Excel, Word, PowerPoint).
• Detail-oriented with strong organizational abilities.
• Flexibility and ability to adapt to changing duties.
• Courteous, personable, and professional in all interactions.
• Ability to interact with individuals at all levels internally.
• Ability to keep sensitive information confidential.

Responsibilities

• Perform daily cash management functions, including disbursing checks, EFTs, wires, and deposits.
• Process new accounts and filing; maintain New Account E-Filing system.
• Manage client meeting rooms and scheduling; greet clients and visitors.
• Answer incoming phone calls and direct messages; support office operations.
• Train colleagues on Firm procedures and maintain regulatory awareness.
• Identify unmet office needs and suggest process improvements.

Skills

Microsoft Office

Detail-oriented

Flexibility

Courteous

Interpersonal skills

Discretion

Job description

Beacon Hill Staffing Group, LLC is seeking a Branch Service Associate to join the River Oaks area office in Houston. The role covers internal financial tasks, office management, greeting clients, and answering phones with an open-ended contract, onsite Monday through Friday 8AM–5PM.

The candidate should be highly organized, detail-oriented, and able to handle sensitive information while maintaining discretion and professionalism in all interactions.