Client Service Associate

Horizon Wealth Advisors is a fee-only, fiduciary wealth management firm in Houston, founded in 1999. As our Client Service Associate, you'll be a first point of contact for clients and the person who keeps their requests moving, from returning a phone call to completing a wire or account transfer. We'll train the right person on our systems and processes. We care most about strong people skills, sound judgment, attention to detail, and the initiative to act without being asked. You'll succeed here if clients feel supported and requests are completed accurately and on time.

WHAT YOU'LL DO

Client service Answer calls and email, and return client calls promptly. Follow up on paperwork, open questions, and pending requests. Spot urgent situations and make sure they get a fast response. Keep clients informed when a request takes time. Money movements Prepare, submit, and track transfers, wires, and other money movements at Fidelity and Schwab, following firm procedures and approvals. Work with custodians and other providers to complete requests. Act as the in-office liaison between advisors and our outsourced client service team. Find what's stalled, get what's missing, and elevate delays early. Cross-train across the firm so you can step in on what needs to be done in the moment. CRM and paperwork Keep tasks, notes, and next steps current in our CRM. Track electronic signatures and outstanding documents. Help with office coordination.

WHAT WE'RE LOOKING FOR

Required Experience in administrative coordination, office management, customer service, or client relationship management Excellent written and verbal communication Strong organization, follow-through, and attention to detail Ability to work independently and manage competing priorities Discretion with confidential information Proficiency with Outlook, Word, and Excel Preferred Financial services or wealth management experience Experience with custodians, wires, or transfers Experience with a CRM or electronic signatures

POSITION DETAILS

Schedule: Monday through Friday, regular business hours Pay: Commensurate with experience Benefits: Health insurance support, HSA contributions, and a 401(k) match Training: One-on-one training and coaching This role doesn't include giving investment or financial planning advice. Horizon Wealth Advisors, LLC is an SEC-registered investment adviser, a NAPFA member firm, and an equal opportunity employer. Employment is contingent on a background check. #J-18808-Ljbffr Horizon Wealth Advisors