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2 results for Office Services Associate in Houston, TX

Client Services Associate

Houston, TX
onsite
Permanent / Full Time
85000 - 110000 USD / Yearly
Our client is looking for a Client Services Assistant with relevant experience to support a wealth management team in Houston, Texas. This position is ideal for someone who brings strong financial services experience, communicates confidently with high-net-worth clients, and thrives in a deadline-driven environment. The successful candidate will play a key role in maintaining service quality, coordinating account-related activities, and ensuring day-to-day operations run smoothly. Responsibilities:• Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners.• Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience.• Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows.• Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools.• Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule.• Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time.• Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts.
2026-08-21T00:00:00Z

Executive Assistant

Pasadena, TX
onsite
Temporary / Contract
30 - 35 USD / Hourly
We are looking for an Executive Assistant to support senior leadership in Pasadena, Texas through strong organization, sound judgment, and proactive coordination. This Long-term Contract position is ideal for someone who can manage competing priorities, maintain an accurate executive schedule, and ensure travel and meeting logistics run smoothly. The successful candidate will help create structure in a fast-paced environment while providing dependable day-to-day administrative support. Responsibilities: • Oversee complex executive calendars, resolving scheduling conflicts and aligning appointments with shifting business priorities. • Arrange domestic and international travel plans, including transportation, lodging, and detailed itineraries that support efficient business travel. • Coordinate meeting logistics for leadership, including scheduling sessions, preparing agendas, and confirming attendee readiness. • Track upcoming commitments and follow-ups to help executives stay organized and prepared for key discussions and deadlines. • Communicate with internal teams and external contacts to support smooth scheduling and timely updates on travel or meeting changes. • Prepare and organize materials needed for executive meetings, ensuring information is accessible and presented professionally.
2026-09-08T00:00:00Z