Client Services Associate

Client Service Associate

Our client, a well-established financial services firm, is a leader in the money management industry, specializing in wealth management for institutional and high-net-worth clients. With over 30 years in business, the firm is known for its commitment to exceptional service, operational excellence, and long-term investment success.

Position Overview

Our client is seeking a bilingual (English and Spanish) Client Service Associate to join its Houston office. This role is responsible for providing comprehensive support to one or more Wealth Managers while ensuring a high level of client satisfaction. The Client Service Associate serves as a key point of contact for clients, vendors, and internal teams, and plays a critical role in supporting daily operational and administrative functions while adhering to regulatory and compliance standards.

Key Responsibilities

• Provide direct support to Wealth Managers in servicing client accounts
• Serve as a primary point of contact for clients, responding to inquiries and resolving issues in a timely and professional manner
• Open and maintain client accounts in accordance with firm and regulatory requirements
• Execute investment buy and sell orders as directed
• Analyze account reports and take appropriate action on behalf of client accounts
• Prepare and process client documentation, including account forms and disclosures
• Process money movements, including journals and wire transfers
• Maintain accurate and organized client files and records
• Answer incoming calls and assist with general client service needs
• Support additional ad-hoc projects and administrative tasks as needed

Experience & Qualifications

• Minimum of 2 years of experience working directly with clients in a financial services environment
• 35 years of securities industry experience required
• Fluency in Spanish required
• Bachelor's degree preferred, but not required
• Strong understanding of financial services operations and client service processes
• Proficiency in Microsoft Windows, Word, and Excel
• Excellent organizational skills with strong attention to detail
• Ability to prioritize, multi-task, and manage competing deadlines
• Demonstrated ability to work independently while also collaborating effectively within a team
• Comfortable exercising judgment and making decisions in compliance with corporate and regulatory guidelines

Benefits

• Competitive hourly pay (Based on experience)
• Health and dental insurance
• Short- and long-term disability
• Life insurance

ETC is an E-Verify Employer