Wealth Management Client Advocate

Houston Dose; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Houston Dose seeks a dedicated client service support professional in Houston, Texas. The role involves assisting Financial Advisors with client service needs, emphasizing educational support and client relationship management to ensure optimal service delivery.

The ideal candidate will be highly motivated, possess strong customer service skills, and demonstrate the ability to adapt to new technologies. A High School diploma is required along with relevant experience in client management.

We foster an inclusive work environment and value diversity in our team.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic.
• Client-centric mindset, always acting in clients' best interests.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Provide excellent client service and educate clients on banking offerings.
• Ensure timely, accurate, and complete client materials.
• Identify and deepen client relationships while promoting banking integrated solutions.
• Support day-to-day team activities with a client-first mindset.

Skills

Account Management

Client Management

Customer and Client Focus

Issue Management

Oral Communications

Business Development

Client Solutions Advisory

Pipeline Management

Prioritization

Administrative Services

Emotional Intelligence

Referral Identification

Written Communications

Education

High School Diploma / GED / Secondary School or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

Job description

Houston Dose seeks a dedicated client service support professional in Houston, Texas. The role involves assisting Financial Advisors with client service needs, emphasizing educational support and client relationship management to ensure optimal service delivery.

The ideal candidate will be highly motivated, possess strong customer service skills, and demonstrate the ability to adapt to new technologies. A High School diploma is required along with relevant experience in client management.

We foster an inclusive work environment and value diversity in our team.