Registered Client Service Associate

TEXAS WEALTH MANAGEMENT, LLC, One of Houston’s Most Successful Financial Planning Firms, seeking a CLIENT ACCOUNT MANAGER.

TEXAS WEALTH MANAGEMENT, LLC a full-service financial planning firm in Houston’s Clear Lake Area, is accepting resumes and conducting interviews for a CLIENT ACCOUNT MANAGER position.

A Client Account Manager (CAM) at Texas Wealth Management, LLC is responsible for the handling of all account issues for our clients and is the liaison between the client and the advisor.
CAMs prepare the advisors for client meetings, process transactions and provide administrative support to the advisors regarding all client concerns.

The Ideal Candidate:

• Able to initiate, prioritize and follow through with multiple projects efficiently
• Proficiency with Microsoft Word, Excel and Outlook
• Solid problem solving and analytic abilities
• Two plus years of experience in a similar position preferred
• Detail-oriented with a high degree of accuracy
• Honest and Intelligent
• Possesses excellent communication and organizational skills

FINRA Series 7 and 63 licenses REQUIRED.

At Texas Wealth Management, LLC we offer a professional (and fun) working environment:

• Quarterly bonuses tied to company profitability and other increasing loyalty bonus at year end
• Paid Vacation and Sick Time
• Competitive starting salary (70k+ possible depending on qualifications)
• Employer paid 401k retirement contributions (up to 15% of salary after one year)
• Employer paid health insurance (Major medical)

A background check will be conducted and considered prior to employment

Job Type: Full-time

Pay: From $70,000.00 per year

Benefits:

• 401(k)
• Paid time off
• Dental insurance
• Health insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Houston, TX 77058: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Customer relationship management: 2 years (Preferred)

License/Certification:

• Series 7 (Required)
• Series 63 (Preferred)
• Series 66 (Preferred)

Work Location: One location