Specialist, Client Service Management

We’re seeking a future team member for the role of Specialist, Client Service Management to join our Wealth Management team. This role is located in Houston, TX.

In this role, you’ll make an impact in the following ways:

• Provide quality client support to resolve daily transaction and process issues, under general or direct supervision depending on experience.


• Maintain strong client relationships by researching and resolving inquiries efficiently and accurately.


• Respond to client questions by phone, email, and other channels regarding products, services, and procedures; may provide basic technical assistance or more advanced support based on experience level.


• Research and resolve operational or client issues, route items to the appropriate team when needed, and provide status updates on open items and problem resolution.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or an equivalent combination of education and work experience in a related field.


• 0-2 years of experience in an operational area and/or client services preferred.


• Strong client service orientation with excellent communication and interpersonal skills.


• Proven ability to collaborate effectively with cross-functional teams.


• Detail-oriented with strong organizational and problem-solving abilities.