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. Collaborative and able to work effectively with others. #J-18808-Ljbffr Granite Harbor Advisors