Senior Client Service Associate

Job Details

Description

WHO WE ARE

Founded in 1983, Westwood offers a broad array of investment solutions to institutional investors, private wealth clients and financial intermediaries. The firm specializes in several distinct investment capabilities: U.S. Value Equity, Multi-Asset, Energy & Real Assets, Income Alternatives, Tactical Absolute Return and Managed Investment Solutions, which are available through separate accounts, The Westwood Funds family of mutual funds, exchange-traded funds (ETFs) and other pooled vehicles. Westwood trades on the New York Stock Exchange under the symbol "WHG." Based in Dallas, Westwood also maintains offices in Chicago and Houston.

About The Role

At Westwood Wealth, we are more than advisors—we are stewards of our clients’ financial well-being, delivering personalized, high-touch service with discretion, precision, and care to UHNW individuals and families. Our clients trust us with what matters most, and we honor that trust by ensuring every interaction is seamless, proactive, and deeply personalized.

The Senior Client Service Associate provides a white-glove, concierge-level experience for clients and advisors through providing essential operational and administrative support. By building trusted client relationships, maintaining accuracy in systems and executing operational tasks, the Senior Client Service Associate helps build peace of mind, efficiency, and consistency across the client journey.

A DAY IN THE LIFE

Client & Advisor Support (Trusted Service Lead)

• Act as an internal client point person, assisting advisors in nurturing and maintaining strong relationships with clients, attorneys, CPAs, and other professionals to deliver outstanding service
• Provide timely updates and confirmations to clients regarding account status and requests
• Serves as trusted service lead for sophisticated families.
  
  

Client Onboarding & Information Management

• Facilitate a seamless onboarding experience by collecting, organizing, and maintaining client information with accuracy and discretion.
  
  

Account Maintenance, Cash Movement & Distributions

• Manage distribution requests from client accounts, calculating distribution amounts and scheduling distributions with accuracy and care.
• Oversee day-to-day banking transactions, investment account activity, and domestic/international cash movement with accuracy and precision.
• Manages distributions and sensitive transactions with independence.
  
  

Documentation, Records & Compliance (Confidential Handling)

• Prepare, track, and process key documentation related to all client processes in your purview, managing sensitive data with the highest level of confidentiality.
• Maintain meticulous, up-to-date, accessible, and compliant client files and records, including scanning mail and updating relevant tools, systems, and spreadsheets.
  
  

Specialized Transaction Processing

• Manage specialized processes involving checks, receipts, and transfers (e.g., trust tax returns, property taxes, IRAs), ensuring all transactions are completed efficiently and securely.
• Owns complex processes such as estate processing, tax planning coordination, valuations, and specialized transfers.
  
  

Estate / Tax / Valuation Coordination (Complex Ownership)

• Provide expert technical support and coordination for client estate processing, tax planning, and valuations, helping clients navigate complex financial matters.
• Owns complex processes such as estate processing, tax planning coordination, valuations, and specialized transfers.
  
  

Cross-Team Coordination & Continuous Improvement

• Actively participate in various internal and external meetings, contributing to the continuous improvement of client service.
  
  

Leadership, Mentorship & Standards

• Mentors and trains junior associates; sets quality and accuracy standards.
  
  

What You'll Need

Minimum Education Required

• Bachelor's degree
• Licenses/Certifications Required
• None
• Minimum Specific Experience Required
• 7 years of experience in a client service organization
• Experience with High Net-Worth and/or Ultra High Net-Worth families and experience with trust administration strongly preferred.10 years of experience as an advisor to UHNW families including holistic wealth planning & coordination across financial planning, investment strategy, risk management, estate and tax planning, and facilitating family meetings and communication
• Must be a minimum of 18 years of age and possess unrestricted authorization to work in the United States
• Must have unrestricted authorization to work in the USA. No visa sponsorship is available.
  
  

Who You Are

• You are a mature, polished professional with a positive attitude and a friendly demeanor.
• You are highly motivated, proactive, a team player, and willing to assist in all tasks.
• You have the ability to maintain confidentiality and work collaboratively in a small team environment.
• You think ahead, solve problems, and manage complex financial interactions with confidence.
• You demonstrate an innate ability to build trust and rapport with sophisticated clientele.
• You commit to delivering an exceptional, high-touch experience in every client interaction.
  
  

WHY WESTWOOD WEALTH?

At Westwood Wealth, we are driven by a shared purpose: to provide world-class financial guidance with unwavering integrity and excellence. We believe in empowering our people to deliver meaningful impact, embrace innovation, and build long-term relationships with our clients.

If you are a detail-oriented, client-focused professional who thrives in a fast-paced, high-touch environment, we invite you to apply and be part of something truly exceptional.

What You'll Get

Competitive salary, benefits and 401K company match that vests immediately upon participation.

• Parental leave & PTO policy.
• Collaborative, dynamic work environment with a fast-paced, mission driven company.
  
  

Physical Demands

The physical demands required to perform the essential duties successfully are consistent with a professional office environment.

Travel

This position may require travel up to 10% of the time, including outside of regular business hours.