Client Service Associate
Crossmark, located in Houston, Texas, serves as a trusted investment management partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark provides a full suite of investment strategies, including mutual funds, SMAs, and ETFs. We are especially known for helping investors align their portfolios with their values through socially conscious, responsible investment solutions. Founded in 1987, Crossmark’s client-first approach is built on a legacy of excellence, offering investors the opportunity to create enduring value for generations to come.
Crossmark is indirectly owned by a non-profit organization, and our net income supports multiple ministry programs. We believe in the power of giving back and making a positive impact on the world we live in. Our team actively participates in volunteer initiatives and charitable causes. By supporting these efforts, we not only strengthen our communities but also foster a culture of empathy, collaboration, and social responsibility within our firm. This commitment reflects our Core Values: Integrity, Courage, Commitment, Proficiency and Professionalism.
Position Description/Background:
The Client Service Associate (CSA) supports the administration and operations of new and existing client accounts. This includes serving as the liaison between the business development, sales, portfolio administration, trading, investment management, operations and compliance teams.
A successful candidate in this position will possess excellent organizational skills, strong attention to detail as well as solid verbal and written communication skills. They will have the ability to successfully manage consumer data and develop effective reports. They must have the ability to work well with other team members as well as independently and possess a high degree of integrity.
Essential Duties and Responsibilities:
The following duties are generally representative of the nature and level of work assigned. They are not necessarily all inclusive.
New account processing:
- Gather necessary paperwork, contracts and agreements, and obtain any necessary authorized management signatures
- Coordinate the new account onboarding process and respond to questions from the sales, portfolio administration, trading, investment management, operation and compliance teams
- Provide back-up support in new institutional account openings
Existing account service:
- Respond to inbound existing client service emails from advisors/sales assistants
- Respond to questions on existing accounts from the sales, portfolio administration, trading, investment management, operation and compliance teams
- Correspond with advisors & sales assistants answer questions on existing client accounts
- Provide back-up support for institutional account requests from consultants and clients
Administration:
- Conduct Quarter/Annual questionnaire preparation
- Assist the Marketing team by generating quarterly reports
- Provide inbound sales call backup as necessary
- Provide administrative support to management
- Provide literature fulfillment orders support from sales team
Qualifications:
- Bachelor’s degree in Business, Finance, Marketing, or equivalent work experience
- Excellent verbal and written communication skills
- Exceptional interpersonal interaction and relationship management skills
Job Type: Full-time
Work Environment and Physical Demands:
This person must be able to exchange accurate information when working with others and be able to work at a desk operating a computer and other office equipment at least 90 percent of the time, as well as move about the facility to meet with people and access files, other information, operate office machinery, etc.
