Description Our client is offering an exciting opportunity for a Licensed Client Services Associate in Houston, Texas. As a Licensed Client Services Associate, you will be integral to our team, handling customer relations, managing financial data, and ensuring the smooth operation of our services. This role is situated within the wealth management industry. Responsibilities: • Efficiently manage client transactions and money movement requests • Regularly communicate with clients regarding new business and existing issues • Execute client-specific projects as needed • Handle outbound calls and emails to service clients professionally • Review and prepare comprehensive investment reports • Accurately update client information for review meetings • Confirm transactions with clients to ensure accuracy • Responsibly manage calendars and CRM to record client interactions • Resolve client queries via phone and email promptly and effectively • Summarize meeting notes, emails, and financial data for client meetings Requirements • Must hold a minimum of 3 years of relevant experience in the field. • Proficiency in Wealth Management is expected. • Experience in Private Wealth Management is essential. • Possession of Series 63 Licenses is a requirement. • Series 65 qualification is necessary. • Must hold a Series 6 license. • Ability to provide excellent client service is a must. • Strong communication and interpersonal skills are essential. • Must demonstrate a high level of professionalism and integrity. • Proven ability to work effectively in a team-oriented environment. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .