Client Services Coordinator - Houston, TX

Only for registered members Houston, TX, United States

1 week ago

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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>

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