Wealth Management Associate

At TalentWealth Recruiting, we partner with independent wealth management firms nationwide to attract and place top-tier professionals. Our client, a highly respected independent wealth management firm in Austin, TX overseeing approximately $1 billion in client assets, is seeking an experienced, sharp, and highly motivated Client Service Associate.

This role plays a key role in delivering a high-touch client experience and supporting the advisory team. This position is ideal for a detail-oriented professional with strong client service skills, experience working with high-net-worth clients, and a background in life insurance and annuities.

Essential Duties and Responsibilities:

Client Service & Relationship Support

• Serve as a primary point of contact for client service requests, providing professional, responsive, and personalized support
• Build and maintain trusted relationships with high-net-worth clients and their families
• Coordinate client onboarding, account maintenance, and ongoing service needs
• Prepare client correspondence, follow-ups, and post-meeting action items

Custom Client Reporting & Account Updates

• Create custom client account update reports, including: Investment account summaries, Performance snapshots and asset allocation overviews, Contribution, distribution, and income tracking
• Customize reporting based on individual client preferences and complexity
• Assist advisors with meeting preparation by assembling tailored reports and presentation materials

Investment & Account Administration

• Assist with the setup and servicing of brokerage, advisory, retirement, trust, and managed accounts
• Process transactions, transfers, contributions, distributions, and required documentation
• Coordinate with custodians to ensure timely and accurate execution
• Monitor account activity and proactively identify service issues or follow-ups

Compliance & Documentation

• Ensure all client documentation, forms, and records are complete, accurate, and compliant
• Maintain detailed CRM notes, service logs, and document storage
• Adhere to regulatory, firm, and carrier requirements

Team & Practice Support

• Collaborate closely with advisors and operations staff to support firm-wide goals
• Contribute to process improvements and service efficiencies as the firm grows
• Support special projects and evolving client service initiatives

Qualifications:

Required:

• 4-year degree
• General office practices, procedures, and methods.
• Investment concepts, practices, and procedures used in the securities industry.
• Financial markets and products.
• Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases.
• Analyzing to be able to research account information.
• Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment.
• Handle stressful situations and provide a high level of customer service in a calm and professional manner.
• Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels.
• Use mathematics sufficient to process account and transaction information.
• Work independently.
• Provide a high level of customer service.

Preferred:

• Experience with CRM, portfolio reporting, and custodial platforms
• Familiarity with financial planning, retirement, and estate planning concepts
• Experience in an independent RIA or hybrid advisory firm