Client Services Associate

Houston, Texas, United States · LifeBridge · OF2019002

Description

The Client Services Associate provides customer service and support to the Advisors and Research Analyst by managing client needs, establishing credibility with clients and cultivating relationships through in person, email and telephone interactions. Additionally this role will work closely with the Client Services Manager by assisting in the initiation, follow-up and finalizing of clients’ financial transactions.


ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily:

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, individual should have the following skills and abilities:

Requirements

Benefits

A brand new state of the art building in Southwest Austin with a basketball court, volleyball court, baseball field, walking trails, unlimited coffee, tea, and sparkling water.


Full health, vision, dental, 401(k) plans along with a host of voluntary plans such as car insurance, legal services, and more.


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