Client Service Representative - Houston, TX
About The Position
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
Requirements
- 5+ years of experience in 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
- Clear, concise verbal and written communication skills
- Ability to work independently and anticipate next steps
- 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
Nice To Haves
- Redtail CRM experience preferred
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 handoffs between advisors and operations
- Identify workflow bottlenecks and recommend improvements when needed
- Support compliance requirements related to documentation and recordkeeping
- Additional duties and responsibilities as required by management
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
