Client Service Associate

Job Description

Job Description

Client Service Associate | Houston, TX (Galleria) | On-Site

We're conducting a confidential search on behalf of a Houston boutique wealth management firm managing close to $1 Billion in client assets. Fee-only, fiduciary, and deeply retirement-focused, this firm has built its reputation on exceptional relationships and a culture where people are genuinely valued.

About the Role

The CSA is a key part of the client experience team. You'll work directly with clients and advisors, managing the day-to-day operations that keep relationships running smoothly. You'll be trained by an experienced Director of Operations and gain real exposure across all aspects of client service. Not an advisory role, but one that carries real weight.

What You'll Do

• Open accounts and assist with ACAT transfers
• Facilitate wires, ACH, distributions, and RMDs
• Process trade instructions under advisor direction
• Maintain accurate client records and custodial documentation
• Communicate with custodians to resolve issues
• Keep CRM and custodian platforms up to date

What You Bring

• 3 to 10 years supporting financial advisors in an RIA or wealth management setting
• Strong communication skills and a client-first mindset
• High attention to detail and solid follow-through
• Comfort with CRM and custodian platforms (Schwab experience a plus)
• Integrity, discretion, and a genuine team-oriented attitude

growing company and flexible

Company Description

growing company and flexible