Client Service & Operations Specialist (Hybrid)

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 serving retirement plans, businesses, professionals, and families, is seeking a highly organized, technology-friendly professional to keep projects moving and improve processes. This is not a sales role.

We can teach retirement plans and workflows, but we value accountability, ownership, organization, follow-through, and a collaborative, team-first attitude.

Qualifications

• Experience in administrative support or client service is helpful, but not required.
• Ability to learn new technology quickly and stay organized.
• Willing to train the right person.
• Hybrid schedule availability after onboarding.

Responsibilities

• 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 leadership and team members across retirement plan consulting, financial planning, and client service activities

Skills

Accountability

Ownership

Organization

Follow-through

Team collaboration

Tools

Outlook

Excel

Word

PowerPoint

Teams

SharePoint

CRM systems

Project management software

Job description

The K Corporation, a Houston-based financial services firm serving retirement plans, businesses, professionals, and families, is seeking a highly organized, technology-friendly professional to keep projects moving and improve processes. This is not a sales role.

We can teach retirement plans and workflows, but we value accountability, ownership, organization, follow-through, and a collaborative, team-first attitude.