Client Services Associate

A boutique, relationship-driven wealth management practice in Austin is seeking a Registered Client Service Associate to support a successful lead advisor and a loyal base of high-net-worth client relationships. This is a hands-on role for someone who enjoys client service, financial operations, and becoming a trusted right hand within a growing advisory practice. What You’ll Do Support high-net-worth client relationships through money movement, account opening, paperwork, and service follow-through Prepare client meeting materials and support Excel-based portfolio work Coordinate with remote administrative and marketing support team members What’s Offered Close mentorship from an experienced lead advisor Benefits package including healthcare, 401(k) match, PTO, and paid holidays Potential advisory track over time $65,000–$75,000 base salary and performance-based growth potential What You Bring Bachelor’s Degree 1–3+ years of financial services, client service, or operations experience preferred Series 7 required; 65/66 preferred Strong Excel skills, maturity, integrity, and follow-through #J-18808-Ljbffr