Client Services Associate

Registered Client Service Associate

Boutique wealth management practice

Austin, TX | In-office

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

• Associate's or 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