Client Service Advisor - Houston

Overview: The Client Service Advisor is responsible for the day-to-day duties of helping clients, opening and maintaining client accounts, and serving as a key contact person for account-related client requests.

Job Responsibilities

• Schedule and prepare for client review meetings.

• Initiate and field client service calls.

• Work closely with various custodians and insurance carriers to process client service requests.

• Prepare and process the necessary paperwork, when required, to complete client service requests.

• Prepare and process onboarding paperwork for advisory accounts, financial plans, insurance policies, and annuity policies.

• Manage the underwriting process for new insurance policies including:

• Ordering and follow-up on medical records

• Communication with BGA or FMO and carriers for status updates.

• Utilize our paperless filing system.

• Document and process actions throughout day utilizing the company’s CRM system, Salesforce.

• Maintain client accounts:

• Assist in obtaining, updating and maintaining client data/information throughout appropriate custodian and internal computer system.

• Add features such as options, margin, aggregate/multi-margin, check writing, debit cards, eDelivery, Moneylink, view only authorizations, etc.

• Update beneficiaries.

• Add POAs & DPOAs.

• Assist with account transfers and rollovers from outside firms and checking asset transferability/acceptance.

• Ensure agreements and questionnaires are current.

• Initiate and track asset/money movements including, journals, EFTs, ACATs, charitable giving, wires, DTCs, check withdrawals, etc.

• Assist clients with login requests

• Monitor custodian alerts and resolve issues.

• Monitor progress on all tasks and follow up as needed to ensure completion of tasks.

• Troubleshoot client service-related issues as needed.

• Assist with special projects as required.

Job Requirements

• Bachelor’s degree, preferably in business, finance, economics, or have related experience.
• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, does not shrink from new challenges.
• Experience with CRM, portfolio management and document management software (preferred).
• Must be organized, detail-oriented, and able to multitask effectively.
• Demonstrates an ability to deliver high quality, accurate work within prescribed deadlines
• Exhibits a desire to exceed expectations and continuously learn
• Excellent written and verbal communication.
• Collaborative and able to work effectively with others.

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