Client Service Associate

Brownlee Wealth Management; Houston (TX); Hybrid; USD 60,000 - 85,000; Full time

Benefits offered by this job

Retirement plan with match

Unlimited vacation

MacBook provided

Job summary

Brownlee Wealth Management, a Houston-based fee-only financial planning firm, seeks a Client Service Associate to support wealth advisors and clients. The role begins in the back office and grows toward advising and relationship management.

Responsibilities include onboarding, account maintenance, and custodial relationships with Schwab and Fidelity, plus data management in CRM and client portals. Hybrid office schedule offered with strong growth potential.

Qualifications

• 0–3 years of industry experience with a financial services firm.
• Located in Houston, TX.
• Interest in growing in the profession.
• Experience or interest in learning Orion and custodial platforms (Schwab, Fidelity).
• Hands-on in onboarding, client data, and reporting workflows.

Responsibilities

• Assist advisory team with scheduling, prep, and follow-up.
• Own onboarding process for new clients and accounts.
• Manage custodial relationships with Schwab and Fidelity.
• Maintain client portal (eMoney) and reporting (Orion).
• Manage client service calendar and proactive communications.
• Ensure data continuity across CRM, folders, and portal.
• Draft policies with COO to improve workflows.

Skills

Client service mindset

Project coordination

Independent work

Team player

Curiosity

Tools

Orion Advisor Services

CRM systems

Job description

Brownlee Wealth Management is seeking a client service associate to support the firm’s wealth advisors in supporting clients. The ideal candidate is comfortable working on several projects simultaneously and assisting in the business’s operations.

This role will start as a “behind-the-scenes” position, delivering value to clients in the back office, but will grow to include client interactions as the employee learns our systems and processes. The long-term career path is to become someone who provides advice and manages relationships.

As a Client Service Associate, your primary responsibilities will be:

• Assisting the advisory team in meeting scheduling, preparation, and follow-up
• Task managing all aspects of the onboarding process for new clients of the firm
• Opening new accounts, moving money, maintaining accounts, and everything related to
• managing custodial relationships at Schwab and Fidelity
• Maintaining our client portal (eMoney) and performance reporting software (Orion) by linking, titling, and grouping accounts
• Managing the client service calendar and systematic proactive communication
• Ensuring continuity of data across CRM, client folders, and the client portal
• Writing policies and procedures and working with the COO to develop best practices and workflows

Additional tasks may include:

• Generating investment proposals and conducting investment research
• Preliminary financial planning analysis for clients and prospects

Preferred Qualifications and Skills:

• Located in Houston
• Demonstrated interest in growing in our profession
• 0 - 3 years of industry experience with a financial services firm
• Experience or interest in learning industry-specific tools (ex., Orion Advisor Services,
• A team player with a “no job is beneath me” attitude
• Intellectual curiosity and comfortable working independently

About the Role

• Full-Time W2 Position in Houston, Texas (Memorial)
• Compensation: $60,000-$85,000 annual salary, depending on experience
• Hybrid role: 2 to 3 days per week in our Houston Office (with flexibility to work from
• home)
• Benefits include: retirement plan with match, unlimited vacation, company Macbook, and

About Us:

Brownlee Wealth Management is a fee-only financial planning firm with offices in Houston, The Woodlands, and Fort Worth. We exist to provide exceptional advice to families in Oil & Gas with income or balance-sheet complexity. We help families simplify their investments, lower their taxes, and grow their wealth. We're a young company founded in 2019, but growing rapidly due to our laser focus on our niche. We believe in acting as fiduciaries and operating in the best interests of our clients at all times.