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About the Role
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 c...
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 c...
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