Licensed Client Services Associate, Robert Half

Licensed Client Services Associate

Robert Half

Location:

United States, Houston

Category:

Finance

Contract Type:

Not provided

Salary:

Not provided

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Job Description:

As a Licensed Client Services Associate, you will be integral to our team, handling customer relations, managing financial data, and ensuring the smooth operation of our services. This role is situated within the wealth management industry.

Job Responsibility:

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

Requirements:

Minimum of 3 years of relevant experience in the field
Proficiency in Wealth Management
Experience in Private Wealth Management
Possession of Series 63 Licenses
Series 65 qualification
Must hold a Series 6 license
Ability to provide excellent client service
Strong communication and interpersonal skills
Must demonstrate a high level of professionalism and integrity
Proven ability to work effectively in a team-oriented environment

What we offer:

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:

March 25, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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