Client Support Specialist

CORDA Investment Management•Houston, TX

11d•Onsite

About The Position

CORDA Investment Management, LLC is seeking a detail-oriented, service-minded Client Support Specialist to join their Operations team. This role is crucial in ensuring clients feel valued and supported. The specialist will collaborate with Business Development, Advisory, and Portfolio teams to manage client onboarding, address ongoing account needs, and maintain an organized internal pipeline. The ideal candidate takes pride in details, communicates with care, and is a reliable point of contact.

Requirements

2+ years of experience in financial services operations, client support, or a related field
Strong organizational skills with a high attention to detail
Clear and professional communicator, both written and verbal
Ability to manage multiple priorities in a fast-paced environment
A collaborative team player who takes ownership of their work

Nice To Haves

Experience with Salesforce or comparable CRM tools preferred
Familiarity with custodial or institutional investment platforms is a plus

Responsibilities

Guide new clients through the onboarding process in close coordination with the Business Development and Advisory teams
Prepare and process client paperwork through the appropriate custodial workflows
Manage ongoing account maintenance and money movement requests
Maintain accurate and up-to-date client records in Salesforce
Send Welcome emails to new clients with portal access instructions and billing information
Monitor and coordinate incoming referral leads and ensure timely follow-up
Enter and maintain lead records in Salesforce, tracking status and activity throughout the pipeline
Keep the Business Development team and relevant partners informed on lead and onboarding progress
Ensure Risk Tolerance scores are on file prior to any trading activity
Partner with custodial institutions to ensure requests are processed accurately and on time