Senior UHNW Wealth Client Services Lead
Westwood Holdings Group, Inc.
Westwood Wealth seeks a Senior Client Service Associate to provide white-glove, concierge-level support to UHNW clients and advisors in Houston. You will help onboard clients, manage information, and coordinate complex financial transactions with precision and discretion. The role emphasizes meticulous documentation, confidentiality, and cross-team collaboration, including mentorship of junior staff and standards-setting to ensure exceptional client experiences. #J-18808-Ljbffr Westwood Holdings Group, Inc.
Vacancy posted 2 days ago
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