Client Service Administrator

About the role

We’re looking for a friendly, organised and dependable Client Service Administrator to join our growing US team in Cypress, Texas.

Key Duties

• 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

About You

• Take pride in doing a job well and getting the details right
• Be 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

Why Join Skybound Wealth USA

• 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

About Skybound Wealth Management

Skybound Wealth Management is an international wealth management group, operating across the UK, Switzerland, Europe, USA and Middle East. We provide financial advice to internationally connected individuals wherever they are in the world.