Client Service Associate

Houston, TX

Employment Type: Direct Hire Job Function: Administrative/Clerical Job ID:: 138244 Pay Range: $70,000-90,000 / year

Job Description

Client Service Associate - Houston Area A boutique wealth management firm located in Houston is seeking a Client Service Associate to join their team. Candidates must have 5-10 years of experience in wealth management or financial services. This position is 20% administrative and 80% client service related. Job duties include: 
  • Sitting at the front desk and greeting visitors
  • Calendaring and scheduling
  • Setting up conference rooms
  • Servicing client accounts- opening up new client accounts, setting up ACH transfers, and managing forms on client accounts 
This firm offers an outstanding work culture, bonus opportunity, full benefits, and strong reputation. 

HOUGW34

Meet The Recruiter

Ashley Craddick
Sr. Direct-Hire Recruiter

As a Senior Direct Hire Recruiter at Burnett Specialists, my focus is on finding top talent for administrative, clerical, HR, marketing, and legal positions.

I take pride in connecting exceptional candidates with great career opportunities. Whether you are seeking a new career challenge or have staffing needs within your organization, feel free to reach out to me. I am dedicated to providing exceptional recruiting services and look forward to hearing from you.

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About Houston, TX

Discover exciting job opportunities in the vibrant region around Houston, Texas! Known for its thriving economy, diverse industries, and endless growth prospects, Houston offers an enticing landscape for career-minded individuals. With world-class museums like the Museum of Fine Arts and a rich culinary scene showcasing Tex-Mex delights, BBQ joints, and food trucks serving up local flavors, Houston is a melting pot of culture and creativity. Home to the renowned Space Center Houston, the historic Astrodome, and professional sports teams like the Rockets and the Astros, this region exudes energy and excitement. Embrace the charm of this dynamic area while exploring job listings that could lead you to a fulfilling career right here in Houston!