Client Relationship and Service Associate

Talentwealth; Friendswood (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401k plan with match

Paid time off

Job summary

TalentWealth Recruiting is seeking two Client Relationship and Service Associates for an independent RIA in Friendswood, TX. You will split time between the front desk and back-office support, handling client interactions, scheduling, and file preparation.

Responsibilities include greeting visitors, confirming appointments, and assisting with money movements, with growth opportunities into more duties over time. A bachelor’s degree is required, notary preferred or obtainable.

Qualifications

• Bachelor’s degree or higher is required.
• Prefer at least 2 years of wealth management support experience, or strong receptionist/administrative background.
• Notary preferred, or ability to obtain notary license.

Responsibilities

• Split time at front desk to greet visitors and answer phones.
• Confirm and schedule appointments with clients and advisors.
• Prepare meeting materials and summaries for advisor reviews.
• Assist with calendar management and alerts.
• Coordinate and assist with money movements as needed.
• Notary duties and related documentation when required.
• Maintain a welcoming, professional experience for clients throughout the day.

Skills

Front desk

Client service

Communication

Education

Bachelor's degree or higher

Job description

TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent RIA based in Friendswood, TX is is seeking two Client Relationship and Service Associates to join its team. Each associate will combine client relationship support, account administration, and advisor assistance with shared front desk responsibilities. The two associates will split time at the front desk and coordinate coverage to ensure clients and visitors receive a welcoming, professional experience throughout the day. This firm is interested in finding someone that can be successful in this role but also grow into positions with more responsibility in the future.

Essential Duties and Responsibilities:

• Split time at front desk
• Greeting Walk-ins & Answering Phone
• Confirming appointments
• Scheduling appointments
• Meeting prep
• Executive Summaries
• Alerts
• Calendar management
• Schedule Money Movements
• Notary

Qualifications:

Bachelor’s degree or higher

Prefer at least 2 years of experience in wealth management support but will also consider candidates with strong receptionist, administrative assistant, or client service experience in a professional setting

Notary preferred, or ability to obtain

This firm offers a competitive base salary, annual bonus, and benefits including health insurance, 401k plan w/ match, and paid time off. Standard business hours M-F only.