Private Banking Client Success Associate

Aumni; Houston (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread seeks a Client Service Associate for its Private Bank in Houston, Texas. This role involves providing exceptional service to high-net-worth clients, collaborating with various teams, and fulfilling client requests efficiently. Candidates must possess FINRA Securities Industry Essentials, Series 7, and Series 63 licenses or be willing to obtain them. Proficiency in Microsoft Office and the ability to work under pressure are also required, along with a focus on exceptional client relationships and adherence to regulatory policies. Competitive compensation and benefits are part of the offering.

Qualifications

• FINRA Securities Industry Essentials, Series 7 and Series 63 licenses required.
• Ability to operate effectively in a matrix organization.
• Proficient with Microsoft Office Suite.

Responsibilities

• Provide exceptional client service and flawless execution on client requests.
• Adhere to firm’s controls policies and procedures.
• Collaborate with client facing teams to execute transactions.

Skills

Client service orientation

Ability to work under pressure

Proficiency in Microsoft Office Suite

Education

College degree or equivalent client service experience

Job description

TwinThread seeks a Client Service Associate for its Private Bank in Houston, Texas. This role involves providing exceptional service to high-net-worth clients, collaborating with various teams, and fulfilling client requests efficiently. Candidates must possess FINRA Securities Industry Essentials, Series 7, and Series 63 licenses or be willing to obtain them. Proficiency in Microsoft Office and the ability to work under pressure are also required, along with a focus on exceptional client relationships and adherence to regulatory policies. Competitive compensation and benefits are part of the offering.