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.

• Proficiency in Wealth Management is expected.

• Experience in Private Wealth Management is essential.

• Possession of Series 63 Licenses is a requirement.

• Series 65 qualification is necessary.

• Must hold a Series 6 license.

• Ability to provide excellent client service is a must.

• Strong communication and interpersonal skills are essential.

• Must demonstrate a high level of professionalism and integrity.

• Proven ability to work effectively in a team-oriented environment.