Specialist, Client Service Management

We're seeking a future team member for the role of Specialist, Client Service Management to join our Wealth Management team. This role is located in Houston, TX.

• Provide quality client support to resolve daily transaction and process issues, under general or direct supervision depending on experience.
• Maintain strong client relationships by researching and resolving inquiries efficiently and accurately.
• Respond to client questions by phone, email, and other channels regarding products, services, and procedures; may provide basic technical assistance or more advanced support based on experience level.
• Research and resolve operational or client issues, route items to the appropriate team when needed, and provide status updates on open items and problem resolution.

• Bachelor's degree or an equivalent combination of education and work experience in a related field.
• 0-2 years of experience in an operational area and/or client services preferred.
• Strong client service orientation with excellent communication and interpersonal skills.
• Proven ability to collaborate effectively with cross-functional teams.
• Detail-oriented with strong organizational and problem-solving abilities.