Client Service Associate
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-08-07
Listing for:
Burnett Staffing Specialists
Full Time
position Listed on 2026-08-07
Job specializations:
-
Customer Service/HelpDesk
Office Administrator/ Coordinator, Customer Service Rep -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Client Service Associate – Houston Area
A boutique wealth management firm located in Houston is seeking a Client Service Associate.
Key responsibilities include front desk duties, client account servicing, scheduling, and conference room setup.
- Front‑desk duties: greet visitors, schedule appointments, and manage calendaring.
- Set up and maintain conference rooms.
- Service client accounts: open new accounts, set up ACH transfers, and manage required forms.
The role is 20% administrative and 80% client‑service focused.
- 5–10 years of experience in wealth management or financial services.
Benefits: outstanding work culture, bonus opportunities, full benefits, and strong reputation.
HOUGW
34
Position Requirements
10+ Years
work experience
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