Client Service Representative​/Administrator

Client Service Representative / Administrator

LKJ Financial is a financial planning firm in Houston, TX that prides itself on delivering an outstanding client experience from the very first interaction. We are seeking a highly organized, process-driven professional to support both client service and operational workflows.

This role is ideal for someone who thrives in a detail-heavy, fast‑paced environment, communicates clearly with clients and teammates, and enjoys being a central part of delivering a smooth and confidence‑building client experience. You will play a key role in supporting ongoing client needs while ensuring account‑related processes are handled accurately and efficiently.

• Clients feel informed, cared for, and confident in every interaction
• Client service requests are handled promptly, accurately, and with minimal follow‑up required
• Advisors experience smooth support with minimal rework
• Pending requests and account activities move forward efficiently due to proactive follow‑up
• CRM is consistently accurate and up to date
• You anticipate next steps and resolve issues before they become problems

• Support Advisors and Client Meetings
  :
  Prepare materials for client meetings, including reports, forms, and account summaries; assist with follow‑up and ongoing client communications.
• Manage Client Account Requests and Maintenance
  :
  Process ongoing service requests such as withdrawals, beneficiary updates, account maintenance, and other client or account‑related changes, ensuring accuracy and completeness of all documentation.
• Oversee Account Processing and Documentation
  :
  Prepare and submit forms, coordinate signatures through Docu Sign, assist clients with basic technical questions, and ensure all documentation meets compliance and recordkeeping requirements.
• Track and Resolve Open Items
  :
  Monitor pending requests and proactively follow‑up with custodians, carriers, and internal teams to resolve issues, including NIGO items, and keep requests moving forward efficiently.
• Maintain Accurate Client Records
  :
  Keep the CRM consistently updated so advisors and team members have clear, current information regarding client activity and account status.
• Improve Processes and Team Coordination
  :
  Support smooth communication between advisors, clients, and operational partners while identifying opportunities to streamline workflows and improve operational efficiency.
• Provide General Operational Support
  :
  Assist with additional duties and responsibilities as needed to support the team and ensure a high standard of service.

• 5+ years of experience in financial services or other detail‑intensive client service environment
• Working knowledge of account processing, service requests, and financial industry workflows (brokerage, advisory, annuity, or insurance platforms preferred)
• Experience with account paperwork and coordinating with custodians or carriers
• Proficiency in Microsoft Office, particularly Excel
• Experience working in a CRM system (Redtail or similar preferred)
• Clear, professional verbal and written communication skills
• Strong organizational skills with the ability to manage multiple requests and follow tasks through to completion
• High attention to detail and accuracy
• Strong follow‑through and a commitment to finishing tasks without loose ends
• Process‑mindful, able to follow and improve workflows
• Ability to juggle multiple cases without dropping details
• Ability to work with important paperwork and troubleshoot when needed
• Client‑first mindset with warm, professional communication
• Ability to collaborate with advisors and operational teammates in a fast‑moving environment

• $60,000 – $70,000/year (based on experience)
• Group medical, dental, and vision insurance (firm pays a portion)
• Group life insurance (100% employer paid)
• Long- and short-term disability (100% employer paid)
• 401(k) with employer match
• Profit‑sharing eligibility
• Competitive PTO
• Paid holidays

• 100% In-Person Position / Monday–Friday: 8:30am–4:30pm or 9:00am–5:00pm
• May require occasional evenings for client events