Branch Operations & Client Services Specialist

Beacon Hill; Houston (TX); On-site; USD 38,000 - 46,000; Full time

Job summary

Beacon Hill in Houston seeks a Branch Service Associate to support the corporate office in River Oaks. The role handles internal financial items, office management, client and visitor greeting, and phone duties on a full-time, onsite basis.

The ideal candidate is organized, detail-oriented, enjoys talking to people, and can adapt to changing duties while maintaining discretion and professional conduct.

Qualifications

• Proficient in Microsoft Office (Excel, Word, and PowerPoint).
• Detail-oriented with strong organizational abilities.
• Flexibility, ability to prioritize, and willingness to adapt to changes of job duties when needed.
• Courteous, personable, approachable, and professional in all relationships.
• Ability to interact with individuals at all levels internally.
• Can be trusted to keep sensitive/confidential information secure and maintain discretion.

Responsibilities

• Performs daily cash management functions, including disbursing checks, EFTs, incoming stock certificates, wires, journals and check deposits.
• Processes correspondence and keeps files of incoming and outgoing correspondence.
• Completes new account process and filing.
• Maintains New Account E-Filing system.
• Manages client meeting conference rooms and schedules.
• Greets clients and other visitors.
• Processes Managed account fee billing set ups, as well as account coding for managed account services.
• Trains fellow employees on the Firm's operational procedures.
• Maintains risk awareness and regulatory knowledge.
• Answers incoming phone calls and directs messages.
• Sees unmet office needs and provides suggestions for process improvements.

Skills

Interpersonal communication

Detail orientation

Organizational skills

Flexibility

Professionalism

Internal stakeholder interaction

Tools

Microsoft Office

Job description

Beacon Hill in Houston seeks a Branch Service Associate to support the corporate office in River Oaks. The role handles internal financial items, office management, client and visitor greeting, and phone duties on a full-time, onsite basis.

The ideal candidate is organized, detail-oriented, enjoys talking to people, and can adapt to changing duties while maintaining discretion and professional conduct.