Client Service Associate
Horizon Wealth Advisors
Houston, TX0–2 yrs2h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years
- Must know
- Customer serviceCRMExcelMicrosoft Office
- Work
- On-site in Houston
- Pay
- Not stated by the employer.
- Skill demand
- Customer service76%CRM18%Excel12%of 17 similar entry-level jobs posted in the US this week
- Listed
- Nov 4, 2026 · still open
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About the Role
Horizon Wealth Advisors is seeking a Client Service Associate to be a first point of contact for clients and ensure their requests are managed efficiently. This full-time, in-office position is based in Houston, TX. The firm will provide training on its systems and processes. Success in this role relies on strong people skills, sound judgment, attention to detail, and the initiative to act without being asked.
Key Responsibilities
- Client Service
- Answer calls and email, and return client calls promptly.
- Follow up on paperwork, open questions, and pending requests.
- Identify urgent situations and ensure they receive a fast response.
- Keep clients informed about the status of their requests.
- Money Movements
- Prepare, submit, and track transfers, wires, and other money movements at Fidelity and Schwab, adhering to firm procedures and approvals.
- Collaborate with custodians and other providers to finalize requests.
- Team Coordination
- Serve as the in-office liaison between advisors and the outsourced client service team.
- Identify stalled processes, obtain missing information, and escalate delays promptly.
- Cross-train across the firm to provide support where needed.
- CRM and Paperwork
- Maintain up-to-date tasks, notes, and next steps in the CRM.
- Track electronic signatures and outstanding documents.
- Assist with general office coordination.
Requirements & Tech Stack
- 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 provided.
- This role does not include giving investment or financial planning advice.