Client Service Administrator

Skybound Wealth Management•Cypress, TX

10h•Onsite

About The Position

Skybound Wealth Management is seeking a friendly, organised, and dependable Client Service Administrator to join their growing US team in Cypress, Texas. This role is crucial for ensuring smooth operations, managing client accounts, and supporting financial advisors. The position is suitable for individuals at various career stages, offering training, tools, and support. The day-to-day tasks are varied, but the role provides a stable and valued position within a respected global financial advisory company.

Requirements

Take pride in doing a job well and getting the details right
Friendly, calm and easy to get along with
Like being organised and keeping on top of things
Communicate clearly, by email, on the phone or in person
Comfortable using a computer and happy to learn new systems
Enjoy being part of a team and helping others

Nice To Haves

Previous experience in financial services or office administration is a bonus, but is not essential.

Responsibilities

Helping open and set up new client accounts, from start to finish
Looking after everyday client requests - like updates, withdrawals and changes
Keeping client records accurate, tidy and up to date
Preparing paperwork and getting documents signed and returned
Being a friendly, reliable point of contact for clients, colleagues and partners
Helping our advisers stay organised and on top of their workload
Spotting the little things that could be done better
Making sure everything we do meets the high standards our clients expect