Client Service Advisor CSA - Wealth Advisory

Job Description

Job Description

Client Service Associate | Fort Worth, TX 76104

Love working with people, staying organized, and getting the details right? Join a growing private wealth management firm as a Client Service Associate and build a real career in financial services.

What you’ll do:

✅ Serve as a key point of contact for high-net-worth and mass affluent clients

✅ Prepare for client meetings and own deliverables from day one

✅ Handle account openings, paperwork, and money movement requests

✅ Keep client records and CRM accurate and up to date

✅ Work shoulder-to-shoulder with a senior advisor who will mentor you

Why you’ll love it:

Genuine partner track, not a support role with a ceiling

Sophisticated planning work with an established client base

A growing firm that promotes from within

Professional development assistance

Compensation & benefits:

Base + incentive pay, 401(k) with matching, generous retirement program, health insurance, and paid time off.

On-site | Fort Worth, TX 76104

Joe.Faradie at roberthalf com - linkedin with me today

• At least 5 years of experience in client service, account administration, or operations within wealth management, private banking, or financial services.
• Demonstrated ability to deliver exceptional service to high-net-worth clients while handling sensitive financial information with discretion.
• Strong working knowledge of account documentation, money movement procedures, and financial administrative processes.
• Excellent organizational skills with the ability to manage multiple priorities and maintain precision in detailed work.
• Effective written and verbal communication skills suited to a client-facing environment.
• Familiarity with wealth planning concepts, including support for annual financial reviews and broader financial guidance activities.
• Ability to work on-site in Fort Worth, Texas and collaborate closely with advisory leadership and internal stakeholders.