Advisor Talent Solutions
Client Service Representative - Houston, TX
Advisor Talent Solutions, Houston, Texas, United States, 77246
Client Service Representative
LKJ Financial is a fast‑growing financial planning firm in
Houston, TX
that prides itself on delivering an outstanding client experience from the very first interaction.
We are looking for a highly organized, process‑driven Client Service Representative who will own the new business and onboarding workflow, ensuring all client applications, transfers, and account setups move forward cleanly and efficiently.
This role is ideal for someone who thrives in a detail‑heavy environment, communicates clearly with both clients and teammates, and understands the nuances of annuity, insurance, and investment account processing. You will play a central part in creating a positive, confidence‑building experience for our clients.
What Success Looks Like in This Role:
Clients feel informed, cared for, and confident throughout the onboarding process
Advisors experience smooth hand‑offs with minimal rework
Pending business moves quickly because follow‑up is proactive and persistent
Applications and transfers go through cleanly with low NIGO rates
CRM and trackers are always accurate and up to date
You anticipate next steps and solve issues before they become problems
Minimum Requirements:
5+ years of experience processing new business paperwork in a financial office
Strong understanding of securities paperwork, annuity and life insurance paperwork, transfers, and processing
Familiarity with brokerage, advisory, life insurance, and tax‑qualified vs non‑qualified accounts
Excel proficiency and strong overall computer skills
Redtail CRM experience preferred
Clear, concise verbal and written communication skills
Ability to work independently and anticipate next steps
This position requires that you possess the following skills:
High attention to detail and accuracy
Strong follow‑through and a commitment to finishing tasks without loose ends
Process‑minded, able to follow and improve workflows
Ability to juggle multiple cases without dropping details
Ability to work with important paperwork and troubleshoot when needed
Client‑first mindset with warm, professional communication
Ability to collaborate with advisors and operational teammates in a fast‑moving environment
Responsibilities:
Prepare and submit new account applications and transfer paperwork, ensuring accuracy and good order
Monitor pending business daily and proactively follow up with carriers, custodians, and transfer companies
Troubleshoot "Not in Good Order" issues and resolve them quickly
Keep trackers and our CRM updated so advisors and the team always have current information
Provide timely updates and serve as a reliable point of contact for clients throughout the process
Coordinate signatures through DocuSign and assist clients with basic technical questions
Handle incoming service calls related to new business and support hand‑offs between advisors and operations
Identify workflow bottlenecks and recommend improvements when needed
Support compliance requirements related to documentation and record‑keeping
Additional duties and responsibilities as required by management
Salary:
$60k – $70k based on experience
Benefits:
Group medical, dental and vision insurance with the firm paying a portion of the premiums
Group life insurance, firm pays 100% of the premium
Group long and short‑term disability, firm pays 100% of the premium
401(k) with employer match
Profit‑Sharing eligibility
Competitive PTO
Flex time program
Paid Holidays
Hours:
In office: Monday‑Friday, 8:30am‑4:30pm or 9:00am‑5:00pm
May be required to attend up to 2 evening client events a month
#J-18808-Ljbffr
Houston, TX
that prides itself on delivering an outstanding client experience from the very first interaction.
We are looking for a highly organized, process‑driven Client Service Representative who will own the new business and onboarding workflow, ensuring all client applications, transfers, and account setups move forward cleanly and efficiently.
This role is ideal for someone who thrives in a detail‑heavy environment, communicates clearly with both clients and teammates, and understands the nuances of annuity, insurance, and investment account processing. You will play a central part in creating a positive, confidence‑building experience for our clients.
What Success Looks Like in This Role:
Clients feel informed, cared for, and confident throughout the onboarding process
Advisors experience smooth hand‑offs with minimal rework
Pending business moves quickly because follow‑up is proactive and persistent
Applications and transfers go through cleanly with low NIGO rates
CRM and trackers are always accurate and up to date
You anticipate next steps and solve issues before they become problems
Minimum Requirements:
5+ years of experience processing new business paperwork in a financial office
Strong understanding of securities paperwork, annuity and life insurance paperwork, transfers, and processing
Familiarity with brokerage, advisory, life insurance, and tax‑qualified vs non‑qualified accounts
Excel proficiency and strong overall computer skills
Redtail CRM experience preferred
Clear, concise verbal and written communication skills
Ability to work independently and anticipate next steps
This position requires that you possess the following skills:
High attention to detail and accuracy
Strong follow‑through and a commitment to finishing tasks without loose ends
Process‑minded, able to follow and improve workflows
Ability to juggle multiple cases without dropping details
Ability to work with important paperwork and troubleshoot when needed
Client‑first mindset with warm, professional communication
Ability to collaborate with advisors and operational teammates in a fast‑moving environment
Responsibilities:
Prepare and submit new account applications and transfer paperwork, ensuring accuracy and good order
Monitor pending business daily and proactively follow up with carriers, custodians, and transfer companies
Troubleshoot "Not in Good Order" issues and resolve them quickly
Keep trackers and our CRM updated so advisors and the team always have current information
Provide timely updates and serve as a reliable point of contact for clients throughout the process
Coordinate signatures through DocuSign and assist clients with basic technical questions
Handle incoming service calls related to new business and support hand‑offs between advisors and operations
Identify workflow bottlenecks and recommend improvements when needed
Support compliance requirements related to documentation and record‑keeping
Additional duties and responsibilities as required by management
Salary:
$60k – $70k based on experience
Benefits:
Group medical, dental and vision insurance with the firm paying a portion of the premiums
Group life insurance, firm pays 100% of the premium
Group long and short‑term disability, firm pays 100% of the premium
401(k) with employer match
Profit‑Sharing eligibility
Competitive PTO
Flex time program
Paid Holidays
Hours:
In office: Monday‑Friday, 8:30am‑4:30pm or 9:00am‑5:00pm
May be required to attend up to 2 evening client events a month
#J-18808-Ljbffr