Client Service Representative / Administrator - Houston, TX

Client Service Representative / AdministratorLKJ Financial fast-growing financial planning firm in Houston, TX that prides itself on delivering an outstanding client experience from the very first interaction. We are seeking a highly organized, process-driven professional to support both client service and operational workflows.This role is ideal for someone who thrives in a detail-heavy, fast-paced environment, communicates clearly with clients and teammates, and enjoys being a central part of delivering a smooth and confidence-building client experience. You will play a key role in supporting ongoing client needs while ensuring account-related processes are handled accurately and efficiently.What Success Looks Like in This Role:Clients feel informed, cared for, and confident in every interactionClient service requests are handled promptly, accurately, and with minimal follow-up requiredAdvisors experience smooth support with minimal reworkPending requests and account activities move forward efficiently due to proactive follow-upCRM is consistently accurate and up to dateYou anticipate next steps and resolve issues before they become problemsThis position requires that you possess the following skills:High attention to detail and accuracyStrong follow-through and a commitment to finishing tasks without loose endsProcess-minded, able to follow and improve workflowsAbility to juggle multiple cases without dropping detailsAbility to work with important paperwork and troubleshoot when neededClient-first mindset with warm, professional communicationAbility to collaborate with advisors and operational teammates in a fast-moving environmentKey Responsibilities: Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service, you will:Support Advisors and Client Meetings: Prepare materials for client meetings, including reports, forms, and account summaries; assist with follow-up and ongoing client communications.Manage Client Account Requests and Maintenance: Process ongoing service requests such as withdrawals, beneficiary updates, account maintenance, and other client or account-related changes, ensuring accuracy and completeness of all documentation.Oversee Account Processing and Documentation: Prepare and submit forms, coordinate signatures through DocuSign, assist clients with basic technical questions, and ensure all documentation meets compliance and recordkeeping requirements.Track and Resolve Open Items: Monitor pending requests and proactively follow up with custodians, carriers, and internal teams to resolve issues, including NIGO items, and keep requests moving forward efficiently.Maintain Accurate Client Records: Keep the CRM consistently updated so advisors and team members have clear, current information regarding client activity and account status.Improve Processes and Team Coordination: Support smooth communication between advisors, clients, and operational partners while identifying opportunities to streamline workflows and improve operational efficiency.Provide General Operational Support: Assist with additional duties and responsibilities as needed to support the team and ensure a high standard of service.Minimum Requirements:5+ years of experience in financial services or other detail-intensive client service environmentWorking knowledge of account processing, service requests, and financial industry workflows (brokerage, advisory, annuity, or insurance platforms preferred)Experience with account paperwork and coordinating with custodians or carriersProficiency in Microsoft Office, particularly ExcelExperience working in a CRM system (Redtail or similar preferred)Clear, professional verbal and written communication skillsStrong organizational skills with the ability to manage multiple requests and follow tasks through to completionCompensation:$60,000 - $70,000 (based on experience)Benefits:Group medical, dental, and vision insurance (firm pays a portion)Group life insurance (100% employer paid)Long- and short-term disability (100% employer paid)401(k) with employer matchProfit-sharing eligibilityCompetitive PTOFlex time programPaid holidaysSchedule:100% In-Person Position / Monday-Friday: 8:30am-4:30pm or 9:00am-5:00pmMay require occasional evenings for client eventsPresented by Advisor Talent SolutionsAdvisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.Learn more about our approach and services at advisortalentsolutions.com