Investment Client Services & Onboarding Associate

Crossmark-Global-Investments; Houston (TX); On-site; USD 52,000 - 66,000; Full time

Job summary

Crossmark-Global-Investments in Houston is seeking a Client Service Associate to support the administration of client accounts and act as a liaison among business development, sales, portfolio administration, trading, investment management, operations and compliance teams.

The ideal candidate will possess excellent organizational skills and strong verbal and written communication abilities, with the capacity to manage consumer data and develop effective reports.

Qualifications

• Bachelor’s degree in business, finance, marketing, or equivalent work experience.
• Excellent verbal and written communication skills.
• Exceptional interpersonal interaction and relationship management skills.

Responsibilities

• Gather necessary paperwork, contracts and agreements, and obtain any necessary authorized management signatures.
• Coordinate the new account onboarding process and respond to questions from the sales, portfolio administration, trading, investment management, operation and compliance teams.
• Respond to inbound existing client service emails from advisors/sales assistants and respond to questions on existing accounts from various teams.
• Correspond with advisors & sales assistants to answer questions on existing client accounts and provide back-up support for institutional account requests.
• Assist the Marketing team by generating quarterly reports; provide inbound sales call backup as necessary; provide administrative support to management; provide literature fulfillment orders support from sales team.

Skills

Verbal communication

Written communication

Interpersonal skills

Education

Bachelor’s degree in business/finance/marketing

Job description

Crossmark-Global-Investments in Houston is seeking a Client Service Associate to support the administration of client accounts and act as a liaison among business development, sales, portfolio administration, trading, investment management, operations and compliance teams.

The ideal candidate will possess excellent organizational skills and strong verbal and written communication abilities, with the capacity to manage consumer data and develop effective reports.