What are the responsibilities and job description for the Client Associate position at Sage Search Partners?
🚀 Client Associate – Private Wealth Advisory
đź“Ť Texas | Bank-Affiliated Wealth Platform | Confidential Search
We are partnering with a highly respected, bank-affiliated Private Wealth Advisory team to hire a Client Associate who will play a visible, client-facing role supporting Relationship Managers and high-net-worth clients.
This is an excellent opportunity for someone who thrives on delivering exceptional client service, building trust quickly, and managing details in a fast-paced, professional environment. Candidates with demonstrated leadership, teamwork, and discipline—often gained through collegiate athletics, student leadership, or meaningful extracurricular involvement—tend to excel in this role.
What You’ll Do
- Partner closely with Relationship Managers to support client relationships
- Maintain and update client and account information
- Educate clients on account services and platform capabilities
- Prepare reports and materials for client meetings
- Coordinate documentation for new accounts and service requests
- Support client events, marketing efforts, and team calendars
What We’re Looking For
- Bachelor’s degree
- Prior client service experience
- Willingness to obtain Series 7 and Series 66 licenses
- Strong interpersonal and communication skills
- Highly detail-oriented with excellent follow-through
- Proficient in Microsoft Office (Outlook, Excel, Word, PowerPoint)
Compensation & Growth
- Competitive base salary bonus
- Licensing and professional development support
- Clear long-term growth path.
This role offers exposure to sophisticated client relationships, a collaborative team environment, and a strong foundation for long-term career growth within wealth management.