Client Relationship Associate

ANGELES INVESTMENT ADVISORS; Houston (TX); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health benefits

401(k)

Discretionary annual bonus

Job summary

ANGELES INVESTMENT ADVISORS is seeking a Client Relationship Associate in Houston, TX to support wealth management services. The role requires 3–7 years of experience, primarily focusing on client service, account administration, and custodial coordination. Candidates should be detail-oriented and possess strong organizational and communication skills. A Bachelor's degree is required, along with proficiency in CRM and Microsoft Office. The position offers a salary range of $85,000–$100,000 with benefits including health insurance and a 401(k).

Qualifications

• 3–7 years of relevant experience in wealth management or financial services client service.
• Demonstrated experience handling account administration and service requests.
• Strong verbal and written communication skills.

Responsibilities

• Manage account setup across custodial and firm platforms.
• Process and monitor client service requests.
• Maintain accurate client data in CRM and other systems.

Skills

Organizational skills

Client service orientation

Detail-oriented

Communication skills

Technologically proficient

Education

Bachelor's degree

Tools

Salesforce

Addepar

CRM systems

Microsoft Office

Job description

Client Relationship Associate – Houston, TX

Job Description

Angeles Wealth Management ("AWM") seeks a detail-oriented, client-focused Client Relationship Associate to support the delivery of a high-quality wealth management experience for clients and advisors. This role combines client service, account administration, custodial coordination, client onboarding, and data/workflow management in a fast-paced, team-oriented environment in our Houston office.

About Angeles Wealth Management

Angeles Wealth Management (AWM) is one of the fastest-growing investment advisory firms in the country, with offices in New York City, Santa Monica, Houston, and Dallas. Angeles Wealth is the private client affiliate of Angeles Investment Advisors, an institutional investment advisory firm. Angeles Wealth Management provides wealthy families and individuals with access to an institutional-quality investment process and robust wealth advisory services, including goals-based financial planning and estate planning. At Angeles Wealth Management, our culture combines fiduciary care, operational discipline, and white-glove client service. We are collaborative, detail-oriented, and committed to delivering a seamless experience for clients. Success requires professionalism, solid judgment, thoughtful communication, and the ability to manage multiple priorities without sacrificing accuracy. We value people who take ownership, support their teammates, embrace continuous improvement, and understand that exceptional service is built through trust, responsiveness, and consistent execution.

Position Overview

The Client Relationship Associate partners closely with Advisors, the Director of Client Services, Operations, Compliance, and custodial/platform contacts to ensure timely, accurate, and compliant execution of client requests and account servicing activities. The ideal candidate is highly organized, service-minded, technologically proficient, and comfortable interacting with sophisticated clients and internal stakeholders across multiple offices. Success in this role requires strong follow‑through, sound judgment, process discipline, and the ability to manage multiple priorities without sacrificing accuracy. This position is based in our Houston office with a work schedule of 8:00 AM–5:00 PM in‑office Monday through Thursday, and work from home on Friday.

Primary Responsibilities

• Manage account setup across custodial and firm platforms, including CRM, reporting systems, client portals, and custodian websites.
• Process and monitor client service requests such as money movement, journals, transfers, account updates, and other administrative requests in accordance with firm procedures and approval requirements.
• Review service requests for completeness, accuracy, and proper authorization; escalate exceptions, time‑sensitive matters, and risk items as appropriate.
• Maintain accurate and current client and household data in CRM and related systems, including contact information, account records, workflow notes, and document status.
• Monitor daily alerts, task queues, custodian notifications, and operational exceptions; communicate relevant items to advisors and internal partners in a timely manner.
• Coordinate with custodians and third‑party providers to resolve account issues and support a seamless client experience.
• Partner with advisors and internal teams on ad hoc client needs, special projects, and process improvement initiatives designed to improve efficiency, accuracy, and client experience.
• Serve as backup support for other Client Service team members, including the Director of Client Services, as needed.

Qualifications and Experience

• Bachelor's degree required.
• 3–7 years of relevant experience in wealth management, private client, RIA operations, or financial services client service.
• Demonstrated experience handling account administration, onboarding, service requests, and/or custodian interactions in a detail‑intensive environment.
• Strong verbal and written communication skills, with the professionalism to interact directly with high‑net‑worth clients and internal stakeholders.
• Excellent organizational skills, attention to detail, and ability to manage multiple deadlines and priorities effectively.
• Proficiency with Microsoft Office, especially Outlook, Word, and Excel.
• Experience with CRM, portfolio reporting, and workflow systems. Salesforce and Addepar preferred.
• Familiarity with major custodial platforms. Charles Schwab Advisor Services preferred.
• Demonstrated commitment to confidentiality, accuracy, and adherence to procedures.
• A proactive, team‑oriented mindset with interest in continuous improvement and learning within a growing wealth management firm.
• Strong client‑service orientation and professional presence.
• Ability to exercise sound judgment and escalate appropriately.
• Familiarity with process documentation and workflow discipline.
• Ability to identify inefficiencies and recommend practical improvements.
• Confidence working across multiple systems and teams in a growing organization.

Compensation

Salary range of $85,000–$100,000 depending on experience. Health benefits, 401(k), and discretionary annual bonus included.

Angeles Investment Advisors, LLC and its subsidiaries provide equal employment opportunities to all employees and applicants for employment and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. At Angeles, we define sustainability as our efforts to collaborate across stakeholders to generate beneficial positive impact, based on our organizational values and those of our clients.

This job description is intended to describe the general nature and level of work being performed and is not an exhaustive list of all duties, responsibilities, or qualifications.