Granite Harbor Advisors · 3 hours ago
Client Service Advisor
Houston, TX
Full-time
Onsite
New Grad, Entry LevelGranite Harbor Advisors is seeking a Client Service Advisor to manage day-to-day client interactions and account maintenance. The role involves scheduling client meetings, processing service requests, and ensuring accurate management of client accounts.
Asset ManagementFinancial ServicesInsuranceWealth Management
Responsibilities
Schedule and prepare for client review meetings
Initiate and field client service calls
Work closely with various custodians and insurance carriers to process client service requests
Prepare and process the necessary paperwork, when required, to complete client service requests
Prepare and process onboarding paperwork for advisory accounts, financial plans, insurance policies, and annuity policies
Manage the underwriting process for new insurance policies including:
Ordering and follow-up on medical records
Communication with BGA or FMO and carriers for status updates
Utilize our paperless filing system
Document and process actions throughout day utilizing the company’s CRM system, Salesforce
Maintain client accounts:
Assist in obtaining, updating and maintaining client data/information throughout appropriate custodian and internal computer system
Add features such as options, margin, aggregate/multi-margin, check writing, debit cards, eDelivery, Moneylink, view only authorizations, etc
Update beneficiaries
Add POAs & DPOAs
Assist with account transfers and rollovers from outside firms and checking asset transferability/acceptance
Ensure agreements and questionnaires are current
Initiate and track asset/money movements including, journals, EFTs, ACATs, charitable giving, wires, DTCs, check withdrawals, etc
Assist clients with login requests
Monitor custodian alerts and resolve issues
Monitor progress on all tasks and follow up as needed to ensure completion of tasks
Troubleshoot client service-related issues as needed
Assist with special projects as required
Qualification
Required
Bachelor's degree, preferably in business, finance, economics, or have related experience
Continuously exhibits personal integrity and professional initiative
Reliable, follows through on commitments, does not shrink from new challenges
Must be organized, detail-oriented, and able to multitask effectively
Demonstrates an ability to deliver high quality, accurate work within prescribed deadlines
Exhibits a desire to exceed expectations and continuously learn
Excellent written and verbal communication
Collaborative and able to work effectively with others
Preferred
Experience with CRM, portfolio management and document management software
Company
Granite Harbor Advisors
Granite Harbor Advisors provides investment advisory services including asset management, wealth transfer, retirement planning and taxation.
Founded in 2002
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Brian W. Sak, CFP®, CLU®, ChFC®
Managing Partner
Nick Brown, CFA, CFP®
Managing Partner
Recent News
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