Prev

Client Services Associate - Salary Plus Benefits

Apply Now

My Favorites

Woodlands professional office seeking a client account service position which may include opening of new accounts and new client paperwork, transfers, deposits, withdrawals, reports, distributions, workflows and inbound client calls. Need to work well in a team setting and demonstrate excellent client service skills including the spoken and written word. Open to someone transitioning from another profession as long as a strong work history is present. Fun office of busy professionals who have been serving clients in The Woodlands with excellence for the past 15 years.

Seeking a confident and competent professional who is detail oriented and client service capable. Experience with securities and investments preferred. MS office, CRM, and multiple web based applications. Should work well in a team setting and with client service excellence in mind. Salary based on experience education and resume.

Salary Plus Benefits, Insurance, PTO