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Senior Client Service Associate - Houston, Texas, United States

insperityThe Woodlands, TX

3 days ago

Occupations

Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsBrokerage Clerks

Industries

Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities

$100,000 - $120,000

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About the role

Overview: In this role you support high-net-worth client relationships within an independent wealth advisory firm. You will partner with Wealth Advisors and Private Wealth Services to ensure a superior client experience, manage onboarding and documentation, and coordinate cross-team efforts. You contribute to accurate account administration and ongoing process improvements in a fast-paced, collaborative environment. This is a hands-on role with meaningful impact on client satisfaction and firm growth. Compensation / Benefits Competitive compensation: $100,000 - $120,000 Comprehensive health coverage: Medical, dental, vision 401(k) plan with employer matching Life and disability insurance Health savings and flexible spending accounts Paid time off and paid holidays
Responsibilities:
  • Partner with Wealth Advisors and senior Private Wealth Services professionals to manage client relationships and deliver a high-quality client experience
  • Serve as day-to-day contact for assigned clients, answering requests promptly and understanding accounts and wealth needs
  • Coordinate new client onboarding, including account openings, asset transfers, documentation, digital access, and implementation activities
  • Maintain client documentation and CRM records, follow up on outstanding items
  • Prepare performance reports, account information, spreadsheets, and materials for client meetings
  • Collaborate with Custodian Operations, Compliance, Investment Management, and other teams to resolve matters and improve processes
  • Participate in ongoing training to stay current on policies, regulations, technology, products, and best practices
  • Bring expertise and attention to detail to a collaborative, excellence-driven team
Key requirements:
  • 4+ years of RIA industry experience, including experience with major custodial and wealth management platforms
  • Strong client-facing experience with exceptional client service and relationship skills
  • Strong understanding of client account administration and wealth management operational processes
  • Excellent written, verbal, and interpersonal communication skills
  • Series 65 preferred or ability to obtain within timeframe
  • Bachelor's degree preferred
  • Ability to manage multiple priorities and deadlines
  • Comfort in fast-paced, entrepreneurial environmentrelationship managementattention to detailcommunicationwealth management platform experienceCRM proficiencyaccount administration and reporting

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JOB OVERVIEW

Salary

$100,000 - $120,000

Experience level

Senior

Location

The Woodlands, TX

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

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