Client Service Associate (CSA)

The Client Service Associate (CSA) is a client facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Quotient Wealth Partners client. When needed, the CSA will also support other aspects of the business, which may include operations, client & performance reporting.

Duties and responsibilities include, but are not limited, to:

• Provide timely and exceptional client service with flawless execution on requests, inquiries, and transactions such as money movement, security transfers, account maintenance, online access assistance and additional duties as needed.

• Responsible for the new account on-boarding process for clients consisting of preparing & gathering completed documents, processing applications on custodian platform and any additional work as required.

• Accountable for making proactive weekly client phone or email contact to enhance and grow the client relationship.

• Support the team in preparation of client meetings.

• The ideal candidate is one that is thorough in their work, operates with a high attention to detail, and has strong communication, organization, time management and problem-solving skills.

Qualifications:

• Strong verbal, written, and interpersonal communication skills.

• Strong competency with Microsoft Outlook, Word, Excel, and PowerPoint

• Education - bachelor's degree in business related fields (preferred)

• Preferred - 2+ years of client service experience.

Skills and Abilities:

• Ability to adapt to a rapidly changing and fast paced business and technology environment.

• Energized by being challenged and continuing to learn and develop

• Ability to work effectively independently, and in a team environment.

• Effective organizational, multi-tasking, and prioritizing skills with a can-do approach to work.

• Enjoy working autonomously in creative problem solving

Salary: Based on relevant experience.

Hours in Houston: 8:30-5:00 and Friday work from home
Houston Job will assist with filing taxes and working with the Director of Tax