Client Service & Operations Specialist

The K Corporation; Houston (TX); Hybrid; USD 40,000 - 55,000; Full time

Benefits offered by this job

Health Insurance

Vision Insurance

Life Insurance

Short-Term Disability

Long-Term Disability

401(k) Profit Sharing Plan

Paid Holidays

Paid Time Off

Job summary

The K Corporation, a Houston-based financial services firm, seeks a highly organized, technology-savvy professional to keep projects moving and processes efficient. This role emphasizes ownership, accountability, and teamwork, with training provided for retirement plans and workflows.

You will coordinate client needs, schedule education sessions, prepare materials, and track requests while maintaining orderly client records and supporting process improvements.

Qualifications

• Must demonstrate accountability, ownership, and follow-through.
• Strong organization and detail orientation are crucial.
• Comfort with learning new technology and processes.

Responsibilities

• Coordinate client requests and service needs.
• Schedule meetings and education sessions.
• Prepare reports, materials, and follow-up items.
• Track projects and outstanding requests.
• Maintain organized client records and files.
• Support operational improvements and special projects.
• Collaborate with leadership and teams across retirement plan consulting, financial planning, and client service activities.

Skills

Organization

Project coordination

Client service

Attention to detail

Technology savvy

Tools

Microsoft 365

SharePoint

CRM

Reporting tools

Job description

The K Corporation is a Houston-based financial services firm serving retirement plans, businesses, professionals, and families.

We're looking for a highly organized, technology-comfortable professional who enjoys keeping projects moving, solving problems, improving processes, and helping a team operate efficiently.

This is not a sales role.

We can teach retirement plans. We can teach our workflows and systems.

What is much harder to teach is:

• Accountability
• Ownership
• Organization
• Follow-through
• A collaborative, team-first attitude

If you're the type of person who naturally tracks details, follows up without being reminded, learns new technology quickly, and takes pride in helping a team succeed, we'd like to meet you.

What you will do

• Coordinate client requests and service needs
• Schedule meetings and employee education sessions
• Prepare reports, meeting materials, and follow-up items
• Track projects and outstanding requests
• Maintain organized client records and files
• Support operational improvements and special projects
• Work with firm leadership and team members across retirement plan consulting, financial planning, and client service activities

We're looking for someone who is comfortable using technology to stay organized and work efficiently.

Strong experience with Microsoft 365 is important, including:

• Outlook
• Excel
• Word
• PowerPoint
• Teams

Experience with SharePoint, Microsoft Copilot, ChatGPT, Claude, CRM systems, project management software, or other business technology is a plus, but not required.

We're more interested in your ability to learn new systems than in experience with any specific platform.

What Makes Someone Successful Here?

• Takes ownership of responsibilities
• Follows projects through to completion
• Works well with others
• Adapts when priorities change
• Looks for ways to improve processes
• Understands that great client service requires preparation, organization, and follow-through

Schedule

• Monday-Thursday: 9:00 AM to 5:00 PM
• Friday: 9:00 AM to 3:30 PM

Hybrid schedule available after onboarding and training.

Generally, team members work in the office three days per week and remotely two days per week.

$40,000-$55,000 annually, depending on experience

Plus:

• Health Insurance
• Vision Insurance
• Life Insurance
• Short-Term Disability
• Long-Term Disability
• 401(k) Profit Sharing Plan
• Paid Holidays
• Paid Time Off

Experience

Experience in administrative support, client service, operations, project coordination, financial services, employee benefits, or retirement plans is helpful, but not required.

We're willing to train the right person.