Client Service Associate (RIA / Wealth Management)

Wealth Management Associate / Client Service Associate (RIA) Houston, TX (Galleria area), On-site Wealth Management $80,000 to $105,000, DOE, plus bonus Our client is a Houston based, boutique private wealth management firm overseeing over $850 million in client assets. As a fee only fiduciary, the firm is focused on retirement planning, with more than 80 percent of clients in retirement. The Wealth Management Associate / Client Service Associate will work closely with and be trained by an experienced Director of Operations, supporting client service and day to day operations. The firm's culture is collaborative, supportive, and team oriented, with an emphasis on trust, growth, and long term relationships. Key responsibilities Open new client accounts and assist with ACAT transfers Facilitate money movements, including wires, ACH, distributions, and RMDs Coordinate and process trade instructions under advisor direction Update client records, including beneficiaries, banking details, and contact information Prepare and follow through on custodial paperwork Communicate with custodians to resolve issues and complete transactions Maintain accurate data within CRM and custodian platforms Partner closely with advisors and team members to ensure a consistent, high quality client experience Qualifications 3 to 10 years of relevant experience supporting financial advisors Strong communication skills and a professional, client focused demeanor High attention to detail with strong follow through Ability to manage multiple priorities in a fast paced environment Tech savvy, comfortable learning and navigating CRM systems and custodian platforms, experience with Schwab is a plus High integrity, discretion, and a genuine commitment to client care A passion for the work with a team oriented mindset What they offer Competitive base salary with a meaningful performance based bonus opportunity 401(k) with 3 percent employer match Generous paid time off, including 4 weeks of vacation plus 9 market aligned holidays True commitment to work life balance Collaborative, team oriented environment where ideas are heard and valued Supportive, family oriented culture that genuinely prioritizes its people Clear path for long term growth with a respected and steadily growing firm #J-18808-Ljbffr Right Executive Search, LLC