Wealth Management Client Service Associate

PowerToFly; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Career development opportunities

Diverse work environment

Job summary

A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client services and support Financial Advisors in Houston, Texas. Key responsibilities include managing client inquiries, executing transactions, and maintaining client accounts. The ideal candidate will have a strong customer service focus, relevant industry experience, and hold required certifications such as Series 7 and Series 66 or equivalent. This role offers the opportunity to work in a dynamic environment with comprehensive employee benefits.

Qualifications

• High School Diploma/Equivalency required.
• Two or more years of industry experience preferred.
• Active Series 7 and Series 66 or equivalent licenses.

Responsibilities

• Provide exceptional client support to Financial Advisors.
• Execute client transactions and manage expectations.
• Educate clients on digital tools and services.
• Handle inbound/outbound communications effectively.

Skills

Client service oriented

Detail orientated

MS Office proficiency

Interpersonal skills

Strong time management

Team player

Education

High School Diploma/Equivalency

College degree

Series 7 and 66 or equivalent

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Microsoft Outlook

Job description

A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client services and support Financial Advisors in Houston, Texas. Key responsibilities include managing client inquiries, executing transactions, and maintaining client accounts. The ideal candidate will have a strong customer service focus, relevant industry experience, and hold required certifications such as Series 7 and Series 66 or equivalent. This role offers the opportunity to work in a dynamic environment with comprehensive employee benefits.