Client Service Associate (RIA / Wealth Management)

Wealth Management Associate / Client Service Associate (RIA)

Houston, TX (Galleria area, On-site)

Wealth Management Industry

$80k to $105k doe, plus bonus

Our 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 deeply committed to putting clients first, delivering thoughtful, retirement-focused investment management and planning services. With more than 80% of clients in retirement, the team has built its reputation on exceptional service, meaningful relationships, and a genuine commitment to care

.
Just as importantly, this is a firm that values its people. The culture is collaborative, supportive, and team-oriented, where individuals are trusted, respected, and given the opportunity 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 impac

t.
About the Wealth Management Associate / CSA Ro

le:The Wealth Management Associate /Client Service Associate is a key member of the firm’s client experience team, playing an important role in delivering a seamless, responsive, and high-touch experience. This is a highly visible position where you will interact directly with clients, support their needs, and help manage the day-to-day operations that keep relationships running smoothly. It is a great opportunity for someone who enjoys both the operational side of wealth management and the personal connection that comes with supporting clients and being part of a close-knit te

am.
You will work closely with and be trained by an experienced Director of Operations, gaining hands-on exposure to all aspects of client service and operations. This role is centered around managing the details that matter most, opening accounts, facilitating transactions, handling documentation, and maintaining accurate client records. While this is not an advisory role, it plays a critical part in building trust and delivering an exceptional client experie

nce.
Key Responsibilities of the Wealth Management Associate / CSA

• Role:Open new client accounts and assist with ACAT tran
• sfersFacilitate money movements, including wires, ACH, distributions, and
• RMDsCoordinate and process trade instructions under advisor dire
• ctionUpdate client records, including beneficiaries, banking details, and contact inform
• ationPrepare and follow through on custodial pape
• rworkCommunicate with custodians to resolve issues and complete transac
• tionsMaintain accurate data within CRM and custodian plat
• formsPartner closely with advisors and team members to ensure a consistent, high-quality client exper

ience
Qualifica

• tions:3 to 10 years of relevant experience supporting financial ad
• visorsStrong communication skills and a professional, client-focused de
• meanorHigh attention to detail with strong follow-t
• hroughAbility to manage multiple priorities in a fast-paced envir
• onmentTech-savvy, comfortable learning and navigating CRM systems and custodian platforms (experience with Schwab is a
• plus)High integrity, discretion, and a genuine commitment to clien
• t careA passion for what you do with a team-oriented m

indset
What Our Amazing Client

• Offers:Competitive base salary with a meaningful performance-based bonus oppo
• rtunity401(k) with 3% employer match to support your long-term financia
• l goalsComprehensive healthcare b
• enefitsGenerous paid time off, including 4 weeks of vacation plus 9 market-aligned h
• olidaysTrue commitment to work-life
• balanceCollaborative, team-oriented environment where your ideas are heard and
• valuedSupportive, family-oriented culture that genuinely prioritizes its
• peopleClear path for long-term growth with a respected and steadily growi

ng firm
Keywords: Account 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 Planning, Financial Services, Financial Advisor Support, 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 T