Associate, Client Service (TX, Houston)

NewEdge Wealth LLC.; Houston (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

NewEdge Wealth LLC. in Houston, Texas, is seeking a Client Service Associate to enhance client experience by providing operational and marketing support to ultra-high-net-worth clients. This role includes the generation of portfolio reports, client onboarding, and maintaining client records.

The ideal candidate will have 2–5 years of experience within financial services and must possess strong organizational and communication skills. A professional and client-focused approach is essential for this position.

Qualifications

• 2–5 years of client service experience, preferably in wealth management.
• Series 7 and/or 65 licenses or willing to obtain.
• Strong written and verbal communication skills.

Responsibilities

• Provide clients with account statements and portfolio information.
• Generate portfolio reports and analyses.
• Maintain accurate client records in CRM.

Skills

Client service experience

Advanced Microsoft Office skills

Strong communication skills

Organizational skills

Time management

Education

2–5 years of financial services experience

Series 7 and/or 65 licenses

Tools

Microsoft Excel

Microsoft PowerPoint

Microsoft Word

Job description

The NewEdge Wealth Client Service Associate plays a key role in delivering an exceptional client experience by providing reporting, operational, and marketing support to ultra-high-net-worth (UHNW) clients in Houston, Texas. In this role, you will work directly with clients to facilitate, monitor, and report on investments and services. Additionally, you will prepare asset allocation reviews, investment proposals, and customized marketing materials to support the advisor, prospective, and existing client relationships.

Duties/Responsibilities

Relationship Management

• Provide clients and their accountants with account statements, tax documents, and portfolio information while delivering exceptional service and responsiveness.
• Collect and review documentation required for client and investment onboarding.
• Monitor capital calls, subscription activity, and redemption schedules for alternative investments.
• Support account maintenance, cash management, and other client service requests in collaboration with the broader service team.

Investment Solutions

• Generate portfolio reports and analyses, including performance, holdings, transaction activity, tax summaries, income, and fee reports.
• Partner to develop customized marketing and review books for client meetings and business development efforts.
• Prepare asset allocation reviews and investment proposal materials to support portfolio recommendations.
• Document client review meetings, update CRM records, and coordinate follow‑up actions to ensure timely execution of client needs.

Practice Management

• Maintain accurate and up-to-date client records within CRM and contact management systems.
• Manage team calendars and coordinate daily, weekly, and monthly activities to support operational efficiency.
• Apply knowledge of risk management, compliance, and regulatory requirements in support of client service activities.

Talent Management

• Pursue ongoing professional development to enhance industry knowledge, technical skills, and professional credentials.
• Communicate training and development needs to support continuous growth and performance.
• Assist with onboarding and training new team members to facilitate successful integration into the firm.

Required Skills/Abilities

• 2–5 years of client service experience, preferably within wealth management or financial services.
• Series 7 and/or 65 licenses or willingness to obtain licensing while employed.
• Advanced Microsoft Office Suite skills, including Excel, PowerPoint, and Word.
• Strong written and verbal communication skills with exceptional attention to detail.
• Highly organized and effectively manage multiple priorities in a fast‑paced environment.
• Exhibit professionalism, strong interpersonal skills, and a client‑focused approach.
• Strong time management, multitasking, and problem‑solving abilities to meet team and client objectives.