Client Services Representative

2 weeks ago


Houston, Texas, United States MK Search Full time
Client Services Associate

At MK Search, we're seeking a detail-oriented and experienced Client Services Associate to join our team. This role is crucial in maintaining client relationships and ensuring the seamless management of client accounts and inquiries.

Key Responsibilities:
  • Client Communication: Serve as the primary point of contact for clients, addressing inquiries and resolving issues promptly and professionally.
  • Relationship Building: Build and maintain strong relationships with clients, ensuring a high level of satisfaction and trust.
  • Account Management: Assist with account openings, transfers, and maintenance, ensuring compliance with regulatory requirements.
  • Portfolio Updates: Provide clients with updates on their portfolios and explain investment strategies and performance.
  • Team Collaboration: Collaborate with advisors to prepare for client meetings and presentations.
  • Compliance: Ensure all client communications and documentation comply with industry regulations.
  • Record Keeping: Maintain accurate and organized records of client interactions and transactions.
Requirements:
  • Experience: Minimum of 5 years of Client Service Associate experience, preferably within the financial services industry.
  • Skills: Strong communication and interpersonal skills, with a commitment to delivering outstanding client service.
  • Knowledge: Knowledge of regulatory requirements and compliance in the financial services industry.
  • Technical Skills: Proficiency in Microsoft Office Suite and CRM systems.

*This is a hybrid role, but you must reside in the Houston, Texas area*



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