Client Service Associate (RIA / Wealth Management)

Wealth Management Associate / Client Service Associate (RIA)Houston, TX (Galleria area), On-siteWealth Management$80,000 to $115,000, DOE, plus bonusAbout the roleOur client is a Houston based, boutique private wealth management firm overseeing over $850 million in client assets. As a fee only fiduciary, the firm is focused on retirement planning, with more than 80 percent of clients in retirement. The Wealth Management Associate / Client Service Associate will work closely with and be trained by an experienced Director of Operations, supporting client service and day to day operations. The firm's culture is collaborative, supportive, and team oriented, with an emphasis on trust, growth, and long term relationships.Key responsibilitiesOpen new client accounts and assist with ACAT transfersFacilitate money movements, including wires, ACH, distributions, and RMDsCoordinate and process trade instructions under advisor directionUpdate client records, including beneficiaries, banking details, and contact informationPrepare and follow through on custodial paperworkCommunicate with custodians to resolve issues and complete transactionsMaintain accurate data within CRM and custodian platformsPartner closely with advisors and team members to ensure a consistent, high quality client experienceQualifications3 to 10 years of relevant experience supporting financial advisorsStrong communication skills and a professional, client focused demeanorHigh attention to detail with strong follow throughAbility to manage multiple priorities in a fast paced environmentTech savvy, comfortable learning and navigating CRM systems and custodian platforms, experience with Schwab is a plusHigh integrity, discretion, and a genuine commitment to client careA passion for the work with a team oriented mindsetWhat they offerCompetitive base salary with a meaningful performance based bonus opportunity401(k) with 3 percent employer matchComprehensive healthcare benefitsGenerous paid time off, including 4 weeks of vacation plus 9 market aligned holidaysTrue commitment to work life balanceCollaborative, team oriented environment where ideas are heard and valuedSupportive, family oriented culture that genuinely prioritizes its peopleClear path for long term growth with a respected and steadily growing firmKeywordsAccount Maintenance, ACAT Transfers, ACH Processing, Asset Management, Banking Instructions, Beneficiary Updates, Broker Dealer, Client Experience, Client Relationship Management, Client Service Associate, CRM, Custodian Platforms, Customer Service, Documentation Processing, Financial Advisor Support, Financial Planning, Financial Services, HNW, High Net Worth Clients, Investment Operations, Money Movement, Operations Support, Private Wealth Management, Registered Investment Advisor (RIA), Retirement Planning, Retirement Services, RMD Processing, Schwab, Securities Operations, Team Collaboration, Trade Support, Transaction Processing, Wealth Management, Wealth Management Associate, Wire Transfers