Specialist, Client Service Management
On-siteHouston, Texas, United States
Job Summary
Provide quality client support to resolve daily transaction and process issues under general or direct supervision. Maintain strong client relationships by researching and resolving inquiries efficiently and accurately via phone, email, and other channels. Respond to client questions regarding products, services, and procedures, providing basic technical assistance or advanced support based on experience. 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. This role is located in Houston, TX within the Wealth Management team.
Required Qualifications
- Bachelor's degree or an equivalent combination of education and work experience in a related field
Desired Qualifications
- 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
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