What are the responsibilities and job description for the Client Services Associate position at Robert Half?
Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services Associate, you will be integral to our client's team, handling customer relations, managing financial data, and ensuring the smooth operation of their services. This role is situated within the wealth management industry.
Responsibilities :
- Efficiently manage client transactions and money movement requests
- Regularly communicate with clients regarding new business and existing issues
- Execute client-specific projects as needed
- Handle outbound calls and emails to service clients professionally
- Review and prepare comprehensive investment reports
- Accurately update client information for review meetings
- Confirm transactions with clients to ensure accuracy
- Responsibly manage calendars and CRM to record client interactions
- Resolve client queries via phone and email promptly and effectively
- Summarize meeting notes, emails, and financial data for client meetings
Experience Requirements :
Must hold a minimum of 3 years of relevant experience in the field.
