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Client Service Representative / Administrator - Houston, TX
Houston, TXPosted 1 weeks ago
onsite
Job Description
Remote Status: On-Site
Job Id:
3934
# of Openings:
1
Pay Range: $60,000 - $70,000 per year
Client Service Representative / Administrator
LKJ Financial fast-growing financial planning firm in Houston, TX that prides itself on delivering an outstanding client experience from the very first interaction. We are seeking a highly organized, process-driven professional to support both client service and operational workflows.
This role is ideal for someone who thrives in a detail-heavy, fast-paced environment, communicates clearly with clients and teammates, and enjoys being a central part of delivering a smooth and confidence-building client experience. You will play a key role in supporting ongoing client needs while ensuring account-related processes are handled accurately and efficiently.
What Success Looks Like in This Role:
- Clients feel informed, cared for, and confident in every interaction
- Client service requests are handled promptly, accurately, and with minimal follow-up required
- Advisors experience smooth support with minimal rework
- Pending requests and account activities move forward efficiently due to proactive follow-up
- CRM is consistently accurate and up to date
- You anticipate next steps and resolve issues before they become problems
This position requires that you possess the following skills:
- High attention to detail and accuracy
- Strong follow-through and a commitment to finishing tasks without loose ends
- Process-minded, able to follow and improve workflows
- Ability to juggle multiple cases without dropping details
- Ability to work with important paperwork and troubleshoot when needed
- Client-first mindset with warm, professional communication
- Ability to collaborate with advisors and operational teammates in a fast-moving environment
Key Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:
- Support Advisors and Client Meetings: Prepare materials for client meetings, including reports, forms, and account summaries; assist with follow-up and ongoing client communications.
- Manage Client Account Requests and Maintenance: Process ongoing service requests such as withdrawals, beneficiary updates, account maintenance, and other client or account-related changes, ensuring accuracy and completeness of all documentation.
- Oversee Account Processing and Documentation: Prepare and submit forms, coordinate signatures through DocuSign, assist clients with basic technical questions, and ensure all documentation meets compliance and recordkeeping requirements.
- Track and Resolve Open Items: Monitor pending requests and proactively follow up with custodians, carriers, and internal teams to resolve issues, including NIGO items, and keep requests moving forward efficiently.
- Maintain Accurate Client Records: Keep the CRM consistently updated so advisors and team members have clear, current information regarding client activity and account status.
- Improve Processes and Team Coordination: Support smooth communication between advisors, clients, and operational partners while identifying opportunities to streamline workflows and improve operational efficiency.
- Provide General Operational Support: Assist with additional duties and responsibilities as needed to support the team and ensure a high standard of service.
Minimum Requirements:
- 5+ years of experience in financial services or other detail-intensive client service environment
- Working knowledge of account processing, service requests, and financial industry workflows (brokerage, advisory, annuity, or insurance platforms preferred)
- Experience with account paperwork and coordinating with custodians or carriers
- Proficiency in Microsoft Office, particularly Excel
- Experience working in a CRM system (Redtail or similar preferred)
- Clear, professional verbal and written communication skills
- Strong organizational skills with the ability to manage multiple requests and follow tasks through to completion
Compensation:
- $60,000 – $70,000 (based on experience)
Benefits:
- Group medical, dental, and vision insurance (firm pays a portion)
- Group life insurance (100% employer paid)
- Long- and short-term disability (100% employer paid)
- 401(k) with employer match
- Profit-sharing eligibility
- Competitive PTO
- Flex time program
- Paid holidays
Schedule:
- 100% In-Person Position / Monday–Friday: 8:30am–4:30pm or 9:00am–5:00pm
- May require occasional evenings for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Learn more about our approach and services at advisortalentsolutions.com
Pay Range: $60,000 - $70,000 per year
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