Wealth Management Client Service Associate

Wealth Management Associate / Client Service Associate (RIA)Location: Houston, TX (Galleria Area, On-site) Industry: Wealth Management Compensation: $80,000–$115,000 DOE + BonusAbout the FirmOur client is a Houston-based boutique private wealth management firm overseeing more than $850 million in client assets. As a fee-only fiduciary, the firm is committed to putting clients first by delivering thoughtful, retirement-focused investment management and financial planning services. With more than 80% of its clients in retirement, the firm has built its reputation on exceptional service, meaningful relationships, and genuine client care.Just as importantly, this is a firm that values its people. The culture is collaborative, supportive, and team-oriented, where employees are trusted, respected, and given opportunities to grow. It is an environment where your contributions are recognized, your ideas are welcomed, and you can build a long-term career while making a real impact.About the RoleThe Wealth Management Associate / Client Service Associate (CSA) is a key member of the firm's client experience team, helping deliver a seamless, responsive, and high-touch client experience. This is a highly visible role where you'll interact directly with clients, support their day-to-day needs, and help manage the operational details that keep client relationships running smoothly.You'll work closely with an experienced Director of Operations, receiving hands-on training across all aspects of client service and operations. While this is not an advisory position, it plays a critical role in building trust and ensuring an outstanding client experience.Key ResponsibilitiesOpen new client accounts and assist with ACAT transfersProcess money movements, including wires, ACH transfers, distributions, and RMDsCoordinate and process trade instructions under advisor directionUpdate client records, including beneficiaries, banking information, and contact detailsPrepare and process custodial paperworkCommunicate with custodians to resolve issues and complete transactionsMaintain accurate client data within CRM and custodian platformsPartner closely with advisors and team members to deliver a best-in-class client experienceQualifications3–10 years of experience supporting financial advisors or working in wealth managementStrong communication skills with a professional, client-first approachExcellent attention to detail and follow-throughAbility to manage multiple priorities in a fast-paced environmentTech-savvy and comfortable learning CRM systems and custodian platforms (Schwab experience is a plus)High level of integrity, discretion, and commitment to client servicePositive, team-oriented mindset with a passion for helping clientsWhat Our Client OffersCompetitive base salary plus a meaningful performance-based bonus401(k) with a 3% employer matchComprehensive healthcare benefits4 weeks of PTO plus 9 market-aligned holidaysStrong commitment to work-life balanceCollaborative, team-oriented environment where your ideas are valuedSupportive, family-oriented culture that genuinely prioritizes its peopleClear path for long-term career growth with a respected and steadily growing firm