We are looking for a Customer Service Representative to support customers with account inquiries, service requests, and billing-related questions in Houston, Texas. This contract opportunity has the potential to become permanent and is ideal for someone who enjoys helping people, communicating clearly, and managing detailed customer information in a fast-paced setting. The person in this role will serve as a key point of contact, ensuring customers receive accurate guidance while service issues are addressed promptly and professionally.<br><br>Responsibilities:<br>• Assist customers with setting up new accounts, transferring service, and arranging service suspension or restoration as needed.<br>• Respond to questions about rates, charges, and service guidelines by providing clear and courteous explanations.<br>• Review account concerns related to billing, usage changes, and meter activity to identify issues and support resolution.<br>• Work closely with field personnel to schedule and follow up on service requests, meter-related activity, and assigned work orders.<br>• Update and maintain customer records in the billing system with a high level of accuracy and completeness.<br>• Accept payments, document account activity, and help customers understand available payment arrangement options when applicable.<br>• Communicate important service-related updates, including planned interruptions, meter work, and policy changes.<br>• Address customer concerns professionally, de-escalate challenging situations, and route complex matters to the appropriate team when necessary.<br>• Follow established procedures, service standards, and applicable regulations in all customer interactions and account handling.
<p>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.</p><p><br></p><p>Responsibilities:</p><p>• Serve as a primary point of contact for client service inquiries, delivering timely and attentive support to high-net-worth individuals and internal partners.</p><p>• Coordinate account documentation, service requests, and follow-up activities to help ensure accurate processing and a seamless client experience.</p><p>• Maintain detailed records and update client information within Salesforce and other internal systems to support organized and compliant workflows.</p><p>• Prepare, review, and track reports, spreadsheets, and service-related materials using Microsoft Excel and related office tools.</p><p>• Partner with advisors and operations staff to manage priorities, resolve issues, and keep client deliverables on schedule.</p><p>• Monitor deadlines across multiple service activities, ensuring items are completed thoroughly, accurately, and on time.</p><p>• Support wealth management and advisory service processes by assisting with administrative and operational tasks tied to client accounts.</p>