Relationship Builder

5 days ago


Houston, Texas, United States Rowland Investisure Full time
About This Opportunity

This Client Service Representative role will work closely with financial advisors to grow their client base and ensure our clients are well-served.

Key Aspects of the Job
  • You'll support the onboarding process for new clients by collecting necessary information and facilitating account transfers.
  • You'll augment advisors' capacity to strengthen relationships with existing clients.
  • You'll coordinate with the investment ops team to implement asset allocation recommendations.
About You
  • You're passionate about client services and building strong relationships.
  • You have a proactive approach to problem-solving and are able to work independently.
  • You're able to communicate effectively with cross-functional teams.
  • You possess excellent organizational skills and attention to detail.
  • You're adaptable and able to adjust your communication style to meet the needs of clients/prospects.
About Us

We're a company that values diversity and inclusion, committed to creating a positive and supportive work environment.

We offer a competitive compensation package including $100,000-$250,000 salary, plus commissions, equity compensation, and retirement benefits.



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