Client Service Specialist

5 days ago


Houston, Texas, United States Prime Capital Financial Full time
Job Title: Client Service Specialist

We are seeking a highly motivated and detail-oriented Client Service Specialist to join our team at Prime Capital Financial. As a Client Service Specialist, you will play a crucial role in delivering exceptional client service and building strong relationships with our clients.

Key Responsibilities:
  • Provide personalized support and guidance to clients to ensure their needs are met.
  • Collaborate with our team of advisors and portfolio managers to ensure seamless client service.
  • Assist with client onboarding and account setup processes.
  • Handle administrative tasks such as scheduling appointments and managing calendars.
Requirements:
  • High school diploma or equivalent required; bachelor's degree preferred.
  • Prior financial services industry experience preferred.
  • Strong technology skills and ability to learn new software and systems.
  • Excellent communication and interpersonal skills.
Benefits:
  • Competitive salary and benefits package.
  • Opportunities for professional growth and development.
  • Collaborative and dynamic work environment.


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