Client Services Coordinator - Houston, TX
1 week ago

Job summary
This role is essential to our client experience and requires excellent initiative, maintaining customer relationships, confidentiality
and exceptional time management.
- Schedule client meetings and send reminder e-mails to clients
Resolve client inquiries promptly through research and communication with internal departments
Enhance advisor efficiency by establishing systems to promote organization and productivity
Follow up with clients, external business contacts or financial advisor to ensure identified action items are completed- Maintain detailed calendars and client records/li>
Job description
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