Client Service Administrator

Skybound Wealth Management

Client Service Administrator supporting client account management and organizational tasks for a wealth management firm. Role offers extensive training in a dynamic, supportive team environment.

Posted 6/9/2026full-timeCypress • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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

Benefits

Comp & perks

Competitive salary
401(k) match up to 4%
Full training and ongoing support
A friendly, welcoming and down-to-earth team
The chance to be part of a respected, fast-growing global firm
A stable, varied role where your work is genuinely valued
A great working environment

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

attention to detailfriendlycalmorganizational skillsclear communicationteamworkreliabilityproblem-solvingcustomer serviceadaptability