Client Service Associate

Burnett Specialists Staffing | Recruiting; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Bonus opportunity

Full benefits

Strong reputation

Outstanding work culture

Job summary

Burnett Specialists Staffing | Recruiting is seeking a Client Service Associate in the Houston area for a boutique wealth management firm. The role combines 20% administrative tasks with 80% client service responsibilities, leveraging your experience in wealth management or financial services.

You will greet visitors, manage calendars, schedule meetings, and prepare conference spaces. Additional duties include opening client accounts, processing ACH transfers, and handling related forms to

Qualifications

• 5–10 years of experience in wealth management or financial services.

Responsibilities

• Greet visitors at the front desk and direct guests to appropriate contacts.
• Manage calendars, schedules, and meeting room bookings.
• Set up and maintain conference rooms for client meetings.
• Serve client accounts by opening new accounts, processing ACH transfers, and handling related forms.

Skills

Wealth management

Client service

Scheduling

Job description

Client Service Associate - Houston Area

A boutique wealth management firm located in Houston is seeking a Client Service Associate to join their team. Candidates must have 5-10 years of experience in wealth management or financial services. This position is 20% administrative and 80% client service related. Job duties include:

• Sitting at the front desk and greeting visitors
• Calendaring and scheduling
• Setting up conference rooms
• Servicing client accounts- opening up new client accounts, setting up ACH transfers, and managing forms on client accounts

This firm offers an outstanding work culture, bonus opportunity, full benefits, and strong reputation. HOUGW34