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Client Services Jobs

Client Service Associate

Claire Myers Consulting

Katy, TX

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JOB DETAILS
SALARY
$65,000–$80,000 Per Year
SKILLS
Administrative Skills, Calendar Management, Cross-Functional, Customer Experience, Customer Relationship Management (CRM) Systems, Customer Support/Service, Customer/Client Research, Detail Oriented, Document Management, Financial Administration, Financial Services, Microsoft Excel, Microsoft Outlook, Microsoft Word, Multiplatform/Cross-Platform, Operational Support, Organizational Skills, Team Player, Time Management, Wealth Management
LOCATION
Katy, TX
POSTED
Today
COMPENSATION: $65,000 - $80,000 base salary + benefits (dependent on experience)

Overview:

Our client is a growing financial advisory firm in Katy, TX seeking a Client Service Associate to support Lead Advisors and deliver a high-quality client experience. This role is integral to the day-to-day operations of the firm, serving as a key link between advisors, clients, and custodians. As a small, collaborative team, this individual will wear multiple hats, ensuring client needs are met with accuracy, responsiveness, and professionalism. This is an excellent opportunity for someone who is detail-oriented, service-driven, and looking to grow within a team-focused wealth management environment.

Key Responsibilities:
• Respond to and execute client requests in a timely and professional manner
• Handle client paperwork and coordinate processing with custodians
• Maintain and organize the firm's document management system
• Provide administrative and operational support to Lead Advisors
• Prepare for client meetings, including gathering and organizing client information
• Coordinate scheduling for client meetings (in-person and virtual)
• Track, follow up on, and document tasks within the CRM system
• Assist with Required Minimum Distributions (RMDs)
• Participate in team meetings and contribute to overall team success

Qualifications:
• 2+ years of operations/administrative experience in financial services
• Proficiency in Microsoft Word, Excel, and Outlook
• Tech-savvy with the ability to learn multiple systems and platforms
• Strong attention to detail and organizational skills
• Positive, professional, and client service-oriented demeanor
• Ability to follow processes and manage tasks through completion independently

About the Company

C

Claire Myers Consulting

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