We are a financial services firm based in Houston, TX. Our company philosophy is to protect our clients retirement savings. We have a client base of over 200 and expanding. If you are looking for a full-time career opportunity to join a financial organization that is growing, then we may be just the place for you.

Job Type - Full Time Salary Position
Experience - 10+ Years
Salary - $35,000 - $50,000 per year salary and bonus (based on experience level)

Position Summary
The Client Services Manager functions as account manager and acts as a liaison between the client and the company and is responsible for the overall management and servicing of client accounts. Job position also includes receptionist, administrative duties and office management.

Serve as primary point of contact for clients and promptly respond to all client inquiries
Scheduling client appointments and follow-up
Monitor and analyze client accounts in order to assure accurate and successful relations
Maintain relations with financial investment companies
Assist marketing department as needed
Receptionist duties including answering company phone
Preparing weekly revenue reports and appointment tracking
General office maintenance and ordering of supplies

Minimum of ten years work experience in front office or administrative position
Computer skills and working experience of MS office programs (Excel Word, Outlook, Etc.

Strong team works skills
Strong organizational and time-management skills
Flexible to multi-task and handle unexpected daily challenges
Very strong written and verbal communication skills

Background Preferences
Bachelor degree in Business, Finance or closely related field
Life Insurance license
Work experience in insurance industry

Work Environment Details
Beautiful work environment in a mid rise in the financial district office near the Galleria area
Flexible working hours
Work independently in office approximately 50% of the time
Two weeks paid vacation/sick leave

Please apply today!

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Associated topics:
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