Client Services Associate

Description

Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently with high-net-worth clients, and thrives in a deadline-driven environment. The successful candidate will play a key role in maintaining service quality, coordinating account-related activities, and ensuring day-to-day operations run smoothly.

Responsibilities:

- Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners.

- Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience.

- Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows.

- Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools.

- Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule.

- Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time.

- Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts.

Requirements

- 3+ years of experience in wealth management, financial services, or a comparable high-net-worth client service environment.

- Strong working knowledge of client service practices within advisory services or related financial settings.

- Proficiency with Microsoft Excel and experience using Salesforce to manage client or service-related information.

- Excellent written and verbal communication skills, with the ability to interact professionally across a fast-paced office environment.

- Demonstrated ability to stay organized, manage follow-through effectively, and maintain close attention to detail.

- Proven success handling multiple priorities while meeting firm deadlines and maintaining service accuracy.

- A bachelor's degree is preferred.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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