Senior Client Service Associate

1 day ago

Houston, Texas, United States Linscomb Wealth Full time
About the Role

We are seeking a highly skilled and experienced Senior Client Service Associate to join our team at Linscomb Wealth. As a key member of our Client Service team, you will be responsible for providing exceptional service to our clients and ensuring that their needs are met in a timely and professional manner.

Key Responsibilities
  • Client Service: Work closely with clients to open and service portfolio accounts, attend meetings as needed, and provide proactive engagement to ensure client satisfaction.
  • Team Collaboration: Serve as a strong example for the Client Service team, providing mentorship, guidance, and training to team members, and assisting the CS Manager as needed.
  • Process Improvement: Help champion firm and Client Service team policies, procedures, and best practices, ensuring an efficient service model for clients and the firm.
  • Professional Development: Actively engage in available custodial, firm, and third-party training and continuing education programs to maintain superior knowledge and address complex client situations.
  • Communication: Handle incoming client calls and emails, determining the appropriate course of action and method of response, coordinating with the client assigned Wealth Advisor's and other Linscomb Wealth team members, as needed.
  • Reporting: Prepare client communications/correspondence when necessary and generate various client portfolio and other reports as needed.
  • Complex Situations: Assist or manage complex client situations, including accounts with multiple layers or required level of engagement, exercising professional expertise and judgment, as needed.
Requirements
  • Education: Bachelor's degree (B.A. or B.S.) from a four-year college or university, preferably with a degree in business, finance, or a related field.
  • Experience: Seven or more years of experience in the area of Client Service, prior experience with Fidelity and/or Schwab custodial platforms, proficient with Microsoft 365, and experience with a CRM Database, Document Management software, or other Financial Industry software.
  • Skills: Proactive and strong work ethic, excellent organizational skills, ability to multi-task, prioritize, and meet deadlines, professional appearance and demeanor, ability to work well in a team environment, high attention to detail, and timely follow-through.
What We Offer
  • Opportunity to Work with a Reputable Financial Services Firm: Linscomb Wealth is a well-established and respected firm in the financial services industry, offering a unique opportunity to work with a talented team of professionals.
  • Competitive Compensation and Benefits: We offer a competitive salary and benefits package, including health insurance, retirement plan, and paid time off.
  • Professional Development Opportunities: We are committed to the professional development of our employees, offering training and continuing education programs to help you advance your career.

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