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Client Service Associate
- Houston, Texas, United States
- Houston, Texas, United States
About
Houston investment advisor seeks motivated Client Service Associate to enhance the client experience by servicing clients and providing operational/administrative support to Financial Advisors.
Responsibilities:
Prepare/submit onboarding and investment paperwork to clients by request of advisor
Ensure investment data is posted, transferred or input into CRM
Submit paperwork to the custodian; follow up with custodian to ensure accounts have been put into place
Maintain prospectuses hard copy and digital versions for variable products including, annuities, REITS, alternative investments
Answer any client questions/requests pertaining to their investments
Assist in maintaining the following client files in support of industry compliance requirements and audits: statements for 6 years, new applications for 6 years after the account is closed, confirms for 3 years, advertising and correspondence specific to client for 3 years
Ensure that all clients who should be taking RMD's including beneficiary IRA's are completed in a timely manner no later than December 1st of each year
Check that advisors are appropriately registered for states outside of Texas when needed
Develop BD training and education materials for financial professionals
Monitor websites to ensure advisor registrations are up to date
Liaison between broker-dealer compliance and company office
Review relevant BD regulations & keep abreast of regulatory changes & updates
Submit recommendations to BD
Prepare for branch audits
Vet all vendor requests and new product information for company use
Monitor/track compensation splits to ensure commissions are accurate
Review items needed for client annual review meeting
Requirements:
Bachelor's degree preferred; FINRA Series 6 or 7, 63, 65 or 66 required upon hire if not currently held
5+ years of financial service experience a plus
Knowledge of data bases and CRM systems; industry knowledge a plus
Client-focused and thorough with high attention to detail; ability to find solutions; strong level of confidentiality; self-starter and motivator; efficient, quick learner and tech savvy
Languages
- English
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