Client Services Associate

Selah Financial Services is hiring a Client Service Associate to join our growing, fast-paced team in Friendswood, TX.

What You’ll Do:

• Coordinate and execute the new account process from start to funding

• Prepare, track, and follow up on paperwork with 98% accuracy

• Manage online forms and ensure timely completion

• Serve as a key point of contact for client phone inquiries

• Assist with appointment scheduling, confirmations, and event follow-ups

• Support advisors by managing incoming calls and protecting their time

• Maintain database updates, process address changes, scan statements, and prepare packages

• Track in-progress cases and proactively resolve bottlenecks

• Meet or exceed compliance standards in a highly regulated industry

This role requires strong multitasking ability, excellent organization, and unwavering attention to detail.

What We’re Looking For:

• Prior experience in an administration role (financial services experience is a plus)

• Strong written and verbal communication skills

• Proficiency in Microsoft Office and Microsoft Teams

• Ability to think on your feet and solve problems

• High level of organization and time management

• A conscientious, detail-driven mindset

• A true team player who integrates well into a collaborative culture

This role is busy. There is very little downtime. If you enjoy momentum and productivity throughout the day, you will likely thrive here.