Client Services Associate

Client Services Assistant

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.

• 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.