Client Service Associate: Wealth Advisory Support
Morgan Stanley
Morgan-Stanley in Houston is seeking a Client Service Associate to support Financial Advisors with client relationships and transactions. This role involves educating clients on digital tools and providing administrative support while ensuring a client-first approach. The ideal candidate will have strong interpersonal skills and a detail-oriented mindset. Experience in the financial services industry and possessing active Series 7 and Series 66 or Series 63 and 65 licenses is preferred. #J-18808-Ljbffr
- ...Description Job Description Client Service Associate | Houston, TX (Galleria) |... ...of a Houston boutique wealth management firm managing close... ...of client service. Not an advisory role, but one that carries... ...You Bring ~3 to 10 years supporting financial advisors in an RIA...SuggestedFull timeFlexible hours
- A leading financial services firm is seeking a Registered Client Service Associate to provide exceptional client services and support Financial Advisors in Houston, Texas. Key responsibilities include managing client inquiries, executing transactions, and maintaining client...Suggested
$80k - $100k
...Job description: Client Service Associate (RIA) Houston, TX (Galleria area, On-site) Wealth Management Industry $80k to $100k doe... ...culture is collaborative, supportive, and team-oriented, where individuals... .... While this is not an advisory role, it plays a critical part...Suggested- ...Responsible for managing the firm’s Client Service team, including its staff,... ...accounts per request of Wealth Advisor Attend meetings... ...particularly, Operations and Wealth Advisory Complete performance... ...Responsibilities Understand and support the firm’s vision, mission,...SuggestedWork at officeRemote workWork from homeFlexible hours
- ...Our boutique investment advisory firm is looking for a Client Service Associate who will support the registered financial advisors by providing exceptional service to our clients, financial processing, maintenance, and research. Responsibilities Support the Advisors...SuggestedWork experience placementWork at office
$70k - $90k
...Client Service Associate Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park... ...role is to provide client service management support to our clients and operational support to advisor teams...Work at office- ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. Through regular interactions with clients, individuals in this role...Work at officeLocal area
- ...Financial Advisors and provide clients with quality service. Follows established... ...seeking a dynamic Client Service Associate who is a motivated, detail... ...critical administrative support to Financial Advisors, their... ...Raymond James - and why they stay. #J-18808-Ljbffr BBF WealthWork experience placementWork at office
- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and... ...tuition reimbursement, mental health support, financial coaching and more. Additional... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...Work at office
- A leading financial services firm in Houston is seeking a dynamic Client Service Associate to provide high-quality administrative support to Financial Advisors and clients. The ideal candidate... ...within a supportive, client-focused culture. #J-18808-Ljbffr BBF Wealth
- ...CompanyWe’re a diversified financial services leader with more than $1.5... ...business and institutional clients. We are a longstanding leader... ...Registered Client Service Associate utilizes the client relationship... .../reception/operations support, as needed, for the financial...Full timeHome office
$49k - $54k
...Client Service Associate Catch Vibe Voice is a forward-thinking communications and client-engagement firm dedicated to delivering exceptional... ...influence through innovative strategies and personalized support. Our team is driven by excellence, collaboration, and a commitment...Full time- ...Client Service Associate | Houston, TX Houston investment advisor seeks motivated Client Service Associate to enhance the client experience... ...servicing clients and providing operational/administrative support to Financial Advisors. Responsibilities: Prepare...Work at office
$55k - $60k
...meaningful connections with partners, clients, and communities. Job Description... ...seeking a polished and dependable Client Service Associate to join our team in Houston. In this role... ...teams to ensure timely and accurate support Maintain strong communication and provide...Full time- ...As a Client Services Associate, you will be responsible for providing exceptional service and support to customers, including: respond to customer inquiries via phone & in person. assist customers with finding products. provide quotes and take orders. troubleshoot and...
- ...Client Service Associate Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors... ...to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing...Work experience placementWork at office
- ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members. Demonstrates effective communication skills across multiple platforms (phone, email, in-person, virtual), as well as the...Work experience placementWork at office
- ...financial planning experience and want to advance your career with an industry‑leading firm? As a Registered Client Service Associate you will provide dedicated support to high‑producing advisor(s) by preparing portfolio materials, building financial plans, and leading...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
- ...Client Service Associate I Join our dynamic team as a Client Service Associate I and become a vital part of our mission to elevate our Latin... ...Job Responsibilities Provide excellent client service and support to internal and external clients daily Monitor internal...
- ...Registered Client Service Associate Do you have financial planning experience and want to advance your career with an industry-leading firm... ...Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio...Full timeH1bWork at officeWork from homeHome officeVisa sponsorship1 day per week
$65k - $83k
Latin America Private Bank- Client Service Associate (Spanish Speaking) job at Houston Staffing. Houston, TX. Senior Client Service Associate... ...plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more. Additional details about...Work at office- A leading financial services firm in Houston is seeking a Registered Client Service Associate to support high-producing advisors. Responsibilities include preparing financial plans, managing client interactions, and performing administrative tasks. The ideal candidate...Work at officeRemote work
- A leading financial services firm in Houston is seeking a Client Associate to enhance the wealth management experience for ultra-high net worth clients. You will support Financial Advisors by managing client onboarding and executing investment trades, along with administrative...
- Bank of America in Houston is seeking a motivated Client Service Associate for Merrill Wealth Management. The role involves delivering excellent client support to Financial Advisors and ensuring alignment with bank policy. Candidates should demonstrate a client-centric...
- ...partner to financial intermediaries and the clients they serve. Rooted in faith, Crossmark... ...organization, and our net income supports multiple ministry programs. We believe... ...Description/Background: The Client Service Associate (CSA) supports the administration and operations...Full timeWork experience placementLive inWork at office
- ...As the Private Wealth Services Tax Manager, you'll conduct primary and secondary... ...business and family business clients – all with the resources, environment, and support to help you excel. You'll collaborate... ...offerings, including tax and advisory services. In 2025, Grant...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week
- Tax Director, Transaction Advisory Services Houston, TX, United States Job... ...with partners and internal support functions (BD, marketing, etc... ...Builds and manages significant client relationships (new and... ...employees the chance to grow their wealth over time as their shares...Work at office
$95.4k - $180.4k
...provider of professional services to the middle... ..., empowering our clients and people to... ...and growing their wealth. Whether derived from... ...guidance and customized advisory services to... ...trusted partner, supporting families with defining... ...as an experienced associate. RSM will...Temporary workWork experience placementInternshipWork at officeLocal area$85k - $100k
...ANGELES INVESTMENT ADVISORS is seeking a Client Relationship Associate in Houston, TX to support wealth management services. The role requires 3–7 years of experience, primarily focusing on client service, account administration, and custodial coordination. Candidates...Work at office- ...every result - for our clients and you. Here, we go... ...career in professional services by offering a career path... ...flexibility, and more support. It’s what makes us... ...offerings, including tax and advisory services. In 2025,... ...As the Private Wealth Services Tax Manager,...Work at officeFlexible hours2 days per week
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