Demo

Client Services Associate

ADELL, HARRIMAN & CARPENTER, INC.
Houston, TX Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 6/8/2025

Our boutique financial firm, located in the Galleria area, is looking for a Client Service Associate who will support the registered financial advisors through financial processing, maintenance, researching, as well as providing exceptional service to our clients.

Responsibilities

  • Support the Principals by providing daily assistance and overseeing daily operations
  • Building relationships with clients through communication, both verbally and written
  • Providing exceptional service by meeting or exceeding clients’ expectations
  • Assisting clients by receiving incoming calls and making phone calls
  • Preparing and processing financial and maintenance requests electronically
  • Knowledgeable in Personal, Retirement, Trust, Partnership, and Estate accounts
  • Work as an intermediary between the clients and Transfer Agencies (i.e. Fidelity, Schwab)
  • Ensure the appropriate policies and procedures are in place
  • Interacting with clients by phone, in person and in writing
  • Analyze documents and data for accuracy, identify problems, and correct errors / discrepancies
  • Help identify potential opportunities for clients
  • Prepare and create personalized financial reports for client meetings
  • Maintain and track clients’ monthly and quarterly distributions and deposits
  • Calculate and ensure clients take their required minimum distributions from their retirement accounts
  • Assist the Principals and traders with orders for executions
  • Assist in researching and resolving problems for Principals and clients
  • Quality control to ensure accuracy of financial / non-financial processing
  • Accurately maintain clients’ personal data with Fidelity, Schwab, Wealthbox, Redtail, and Orion
  • Monitor daily transactions to help prevent fraudulent activities
  • Schedule and confirm appointments
  • Back-up support for receptionist / office manager and Client Service Associates

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Client Services Associate?

Sign up to receive alerts about other jobs on the Client Services Associate career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$59,001 - $77,833
Income Estimation: 
$73,754 - $99,306
Income Estimation: 
$41,527 - $53,091
Income Estimation: 
$47,809 - $60,449
Income Estimation: 
$59,001 - $77,833
Income Estimation: 
$73,754 - $99,306
Income Estimation: 
$35,979 - $45,091
Income Estimation: 
$41,527 - $53,091
Income Estimation: 
$73,754 - $99,306
Income Estimation: 
$98,363 - $136,806
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Not the job you're looking for? Here are some other Client Services Associate jobs in the Houston, TX area that may be a better fit.

Client Services Associate

Strategic Financial Services Houston, Bellaire, TX

Remote - Client Services Associate

AO Garcia Agency, Houston, TX

AI Assistant is available now!

Feel free to start your new journey!