Client Service Associate

Horizon Wealth Advisors; Houston (TX); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health insurance support

HSA contributions

401(k) match

One-on-one training and coaching

Job summary

Horizon Wealth Advisors, LLC in Houston seeks a Client Service Associate to be the first point of contact for clients and to keep their requests moving from calls to wires or transfers.

We’ll train the right person on our systems and processes, valuing strong people skills, sound judgment, attention to detail, and initiative. Ideal candidates excel at timely, accurate support for clients and advisors.

Qualifications

• Experience in administrative coordination, office management, customer service, or client relationship management.
• Excellent written and verbal communication.
• Strong organization, follow-through, and attention to detail.
• Ability to work independently and manage competing priorities.
• Discretion with confidential information.
• Proficiency with Outlook, Word, and Excel.

Responsibilities

• Answer calls and email, and return client calls promptly.
• Follow up on paperwork, open questions, and pending requests.
• Spot urgent situations and make sure they get a fast response.
• Keep clients informed when a request takes time.
• Prepare, submit, and track transfers, wires, and other money movements at Fidelity and Schwab, following firm procedures and approvals.
• Work with custodians and other providers to complete requests.
• Act as the in-office liaison between advisors and our outsourced client service team.
• Find what's stalled, get what's missing, and elevate delays early.
• Cross-train across the firm so you can step in on what needs to be done in the moment.
• Keep tasks, notes, and next steps current in our CRM.
• Track electronic signatures and outstanding documents.
• Help with office coordination.

Skills

Administrative coordination

Office management

Customer service

Client relationship management

Attention to detail

Time management

Independent work

Discretion

Tools

Outlook

Word

Excel

Job description

Horizon Wealth Advisors is a fee-only, fiduciary wealth management firm in Houston, founded in 1999. As our Client Service Associate, you'll be a first point of contact for clients and the person who keeps their requests moving, from returning a phone call to completing a wire or account transfer.

We'll train the right person on our systems and processes. We care most about strong people skills, sound judgment, attention to detail, and the initiative to act without being asked. You'll succeed here if clients feel supported and requests are completed accurately and on time.

WHAT YOU'LL DO

Client service

• Answer calls and email, and return client calls promptly.
• Follow up on paperwork, open questions, and pending requests.
• Spot urgent situations and make sure they get a fast response.
• Keep clients informed when a request takes time.

Money movements

• Prepare, submit, and track transfers, wires, and other money movements at Fidelity and Schwab, following firm procedures and approvals.
• Work with custodians and other providers to complete requests.
• Act as the in-office liaison between advisors and our outsourced client service team.
• Find what's stalled, get what's missing, and elevate delays early.
• Cross-train across the firm so you can step in on what needs to be done in the moment.

CRM and paperwork

• Keep tasks, notes, and next steps current in our CRM.
• Track electronic signatures and outstanding documents.
• Help with office coordination.

WHAT WE'RE LOOKING FOR

Required

• Experience in administrative coordination, office management, customer service, or client relationship management
• Excellent written and verbal communication
• Strong organization, follow-through, and attention to detail
• Ability to work independently and manage competing priorities
• Discretion with confidential information
• Proficiency with Outlook, Word, and Excel

Preferred

• Financial services or wealth management experience
• Experience with custodians, wires, or transfers
• Experience with a CRM or electronic signatures

POSITION DETAILS

• Schedule: Monday through Friday, regular business hours
• Pay: Commensurate with experience
• Benefits: Health insurance support, HSA contributions, and a 401(k) match
• Training: One-on-one training and coaching

This role doesn't include giving investment or financial planning advice. Horizon Wealth Advisors, LLC is an SEC-registered investment adviser, a NAPFA member firm, and an equal opportunity employer. Employment is contingent on a background check.