Client Service Advisor - Houston

Granite Harbor; Houston (TX); Hybride; USD 48 000 - 64 000; Plein temps

Résumé du poste

Granite Harbor Advisors is seeking a Client Service Advisor in Houston to handle day-to-day client account management, onboarding, and ongoing service requests. You will work with custodians and carriers, prepare paperwork, and ensure smooth account transitions and maintenance within our CRM systems.

The role emphasizes accuracy, responsiveness, and collaboration across internal teams to deliver high-quality client service and timely updates to clients and advisors.

Qualifications

• Bachelor’s degree or related experience in business, finance, or economics.
• Organized, detail-oriented and able to multitask under deadlines.
• Excellent written and verbal communication skills.
• Experience with CRM, portfolio management, and document management software.

Responsabilités

• Schedule and prepare for client review meetings.
• Initiate and field client service calls.
• Work closely with custodians and insurance carriers to process client service requests.
• Prepare onboarding paperwork for advisory accounts, financial plans, insurance policies, and annuity policies.
• Manage underwriting for new insurance policies including ordering medical records and status updates with carriers.

Connaissances

Communication skills

Attention to detail

Multitasking

Team collaboration

CRM experience

Formation

Bachelor’s degree or related experience in business/finance/economics

Outils

Salesforce

Portfolio management software

Document management software

Description du poste

Client Service Advisor - Houston

Houston Office Fulltime 832-461-0789

Overview: The Client Service Advisor is responsible for the day-to-day duties of helping clients, opening and maintaining client accounts, and serving as a key contact person for account-related client requests.

Job Responsibilities:

• Schedule and prepare for client review meetings.


• Initiate and field client service calls.


• Work closely with various custodians and insurance carriers to process client service requests.


• Prepare and process the necessary paperwork, when required, to complete client service requests.


• Prepare and process onboarding paperwork for advisory accounts, financial plans, insurance policies, and annuity policies.


• Manage the underwriting process for new insurance policies including:


• Ordering and follow-up on medical records


• Communication with BGA or FMO and carriers for status updates.


• Utilize our paperless filing system.


• Document and process actions throughout day utilizing the company’s CRM system, Salesforce.


• Maintain client accounts:
  
  
  
  • Assist in obtaining, updating and maintaining client data/information throughout appropriate custodian and internal computer system.
  
  
  • Add features such as options, margin, aggregate/multi-margin, check writing, debit cards, eDelivery, Moneylink, view only authorizations, etc.
  
  
  • Update beneficiaries.
  
  
  • Add POAs & DPOAs.
  
  
  • Assist with account transfers and rollovers from outside firms and checking asset transferability/acceptance.
  
  
  • Ensure agreements and questionnaires are current.
  
  
  
  


• Initiate and track asset/money movements including, journals, EFTs, ACATs, charitable giving, wires, DTCs, check withdrawals, etc.


• Assist clients with login requests


• Monitor custodian alerts and resolve issues.


• Monitor progress on all tasks and follow up as needed to ensure completion of tasks.


• Troubleshoot client service-related issues as needed.


• Assist with special projects as required.

Job Requirements:

• Bachelor’s degree, preferably in business, finance, economics, or have related experience.


• Continuously exhibits personal integrity and professional initiative.


• Reliable, follows through on commitments, does not shrink from new challenges.


• Experience with CRM, portfolio management and document management software (preferred).


• Must be organized, detail-oriented, and able to multitask effectively.


• Demonstrates an ability to deliver high quality, accurate work within prescribed deadlines


• Exhibits a desire to exceed expectations and continuously learn


• Excellent written and verbal communication.


• Collaborative and able to work effectively with others.