Client Service Administrator
Cypress, Texas, United States of America
Full Time
21 hours ago
No Visa Sponsorship
About this role
Role Overview
- Helping open and set up new client accounts, from start to finish
- Looking after everyday client requests
- like updates, withdrawals and changes
- Keeping client records accurate, tidy and up to date
- Preparing paperwork and getting documents signed and returned
- Being a friendly, reliable point of contact for clients, colleagues and partners
- Helping our advisers stay organised and on top of their workload
- Spotting the little things that could be done better
- Making sure everything we do meets the high standards our clients expect
Requirements
- Previous experience in financial services or office administration is a bonus, but is not essential.
- Take pride in doing a job well and getting the details right
- Friendly, calm and easy to get along with
- Like being organised and keeping on top of things
- Communicate clearly, by email, on the phone or in person
- Comfortable using a computer and happy to learn new systems
- Enjoy being part of a team and helping others
Benefits
- Competitive salary
- 401(k) match up to 4%
- Full training and ongoing support
- A friendly, welcoming and down-to-earth team
- The chance to be part of a respected, fast-growing global firm
- A stable, varied role where your work is genuinely valued
- A great working environment