We are currently seeking a Client Service Associate in our Houston, TX office who has experience working in a professional environment, is highly organized and is detail oriented. Requirements for this position include a bachelor's degree or equivalent experience and experience with Microsoft Office as well as excellent communication and interpersonal skills.



Position Overview:



The Client Service Associate provides administrative support to team members and clients by performing a variety of complex support duties in the areas of client service, financial planning, investment management, office administration and/or accounting to support Financial Advisors and Financial Planners in serving and assisting clients in meeting their goals and providing the highest quality client service with excellence.



Principal Accountabilities:

• Closely adheres to established procedures and proactively provides follow-up necessary to service client investment accounts by processing account applications, deposits, withdrawals, and transfers; mailing Quarterly Investment Reviews, and generating various investment reports as needed.


• Compose routine correspondence and emails with accuracy.


• Maintain accurate electronic records in DMS and continually update and maintain confidential and non-confidential client information in the CRM database.


• Perform some accounting tasks (accounts payable and receivable) as required.


• Process quarterly billing and generate invoices.


• Coordinate meetings, team appointments, and travel arrangements.


• Support occasional firm-wide projects.


• Process incoming and outgoing mail.


• Monitor and order office supplies as needed within budgetary guidelines; ensure office equipment is properly maintained.


• Greet clients and visitors in a warm, welcoming manner.


• Maintains the highest Compliance standards by adhering to the firm's Human Resources guidelines, Compliance policies, professional designation standards, and our industry's regulatory standards to mitigate risk to the company.

• Minimum of two (2) years prior experience in a support role in administrative support, customer service, or accounting in a financial, investment banking, or accounting company is strongly preferred.


• Bachelor’s degree or equivalent experience in Management, Business, Finance, Accounting, or a related field.


• Experience with account openings, money movement and/or cashiering (deposits, withdrawals, transfers).


• Superior written and verbal communication skills.


• Strong attention to detail.


• Demonstrated knowledge of file management principles.


• Strong organization and prioritization skills with the ability to complete multiple, time-sensitive tasks and priorities with a sense of urgency.


• Aptitude and passion for learning new things quickly with a strong work ethic in an ever-changing environment.


• Capability to excel in a team environment, as well as working independently.


• Personal integrity and ability to discreetly handle confidential data.


• Desire to serve clients and co-workers with excellence.

• Desire to understands the financial planning philosophy and biblical basis upon which Ronald Blue Trust serves its client base.


• Approaches work, interactions and relationships in a manner consistent with the company’s Core Values.