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Client Service Associate

Investec is a boutique wealth management firm founded in 1984. We have grown to be one of the Top Money Management Firms and Largest Independent Wealth Management Practices as recognized by the Houston Business Journal and Financial Advisor Magazine. As we continue to grow, we are looking for an experienced and passionate Client Service Associate to join our team.

Responsibilities

  • Processing paperwork for investment account establishment
  • Account update requests such as changes in beneficiary info, emails, mailing addresses, name change, etc.
  • Process client money movement requests such as distributions, ACH transfers, journals and wires
  • Responding to client and advisor requests for information
  • Maintain CRM for client account activity and/or updates
  • Utilize our CRM for documentation and tracking of client data, tasks, accounts and policies
  • Filing of all client account related documents in firm’s electronic filing system
  • Assist Senior Client Service Associate with client reports such as quarterly performance and tax
  • Prepare Investment Policy Statements for client signature
  • Produce various account reports and summaries for Advisors as requested
  • Problem solve directly with custodians and or/software providers
  • Monitoring and resolving custodial alerts related to investment accounts
  • Help firm administer clients’ private equity investments
  • Help clients roll over their old 401(k) accounts to their IRAs
  • Help clients set up lines of credit with Schwab Bank
  • Help facilitate the process for client risk questionnaires
  • Help answer the phones
  • Help with any other office jobs as needed

Qualifications

  • 5+ years of client service experience in the wealth/investment management services industry
  • Excellent communication and computer skills, including Microsoft Office
  • Strong interpersonal skills and customer service approach to solving client inquiries
  • Ability to initiate and maintain overall accountability for client specific and department initiatives and projects
  • Strong attention to detail
  • Experience with FinTech software such as Redtail CRM, Schwab Advisor Center and Tamarac software systems preferred

Salary & Benefits

  • Salary will be based on experience
  • Incentive bonus based on 110% effort
  • Benefits include health, dental, vision and life insurance, as well as 401(k) matching and profit sharing

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