Wealth Management Associate

Wealth Management Associate / Client Service Associate (RIA)

Houston, TX (Galleria area, On-site)

Wealth Management Industry

$80k to $105k 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 deeply committed to putting clients first, delivering thoughtful, retirement-focused investment management and planning services. With more than 80% of clients in retirement, the team has built its reputation on exceptional service, meaningful relationships, and a genuine commitment to care.

Just as importantly, this is a firm that values its people. The culture is collaborative, supportive, and team-oriented, where individuals are trusted, respected, and given the opportunity to grow. It is an environment where your contributions are recognized, your ideas are welcomed, and you can build a long-term career while making a real impact.

About the Wealth Management Associate / CSA Role:

The Wealth Management Associate /Client Service Associate is a key member of the firm’s client experience team, playing an important role in delivering a seamless, responsive, and high-touch experience. This is a highly visible position where you will interact directly with clients, support their needs, and help manage the day-to-day operations that keep relationships running smoothly. It is a great opportunity for someone who enjoys both the operational side of wealth management and the personal connection that comes with supporting clients and being part of a close-knit team.

You will work closely with and be trained by an experienced Director of Operations, gaining hands-on exposure to all aspects of client service and operations. This role is centered around managing the details that matter most, opening accounts, facilitating transactions, handling documentation, and maintaining accurate client records. While this is not an advisory role, it plays a critical part in building trust and delivering an exceptional client experience.

Key Responsibilities of the Wealth Management Associate / CSA Role:

• 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 what you do with a team-oriented mindset

What Our Amazing Client Offers:

• Competitive base salary with a meaningful performance-based bonus opportunity
• 401(k) with 3% employer match to support your long-term financial goals
• Comprehensive healthcare benefits
• 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 your 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