Client Service Associate

Sendero Wealth Management, LLC; San Antonio (TX); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Competitive salary commensurate with经验

Comprehensive benefits package

Professional development opportunities

Collaborative and supportive work env.

Growth with expanding advisory firm

Job summary

Sendero Wealth Management, LLC in San Antonio, Texas, seeks a Client Service Associate to support onboarding, funding, and day-to-day client service for the team, ensuring accurate records across multiple systems.

The role requires strong organization, analytical and listening skills, and proficiency in Microsoft Office; you will help with CRM data stewardship, coordinating meetings, and process improvements that enhance efficiency.

Qualifications

• High school diploma required; Associate’s or Bachelor’s degree preferred (business, finance, economics, or related)
• FACSC Certifications a plus
• Strong organizational and time management skills
• Strong analytical and listening skills
• Interpersonal skills to create a pleasant experience while working with a diverse group of clients and colleagues
• Ability to handle multiple projects, tasks, and meet numerous deadlines in a fast-paced, dynamic environment
• Proficient in Microsoft Office (Word, Excel, Outlook); experience with Fidelity and Pershing a plus

Responsibilities

• Support a client team of four with all operational and client service needs
• Responsible for daily asset movement requests (wires, ACHs, checks, journals, RMDs and ACATs)
• Quality check of day’s work (checks/securities received, journals, wires, etc.)
• Input and update information and notes in CRM, custodian systems, reporting software, and AML tools
• Assist other team members with various tasks and projects that may arise
• Contribute to the continued development and implementation of operational procedures and process improvements
• Prepare documents to support client service requests while ensuring accuracy and adhering to all regulatory and company compliance standards
• Understanding of alternative investment processes and preparation of paperwork for hedge funds and private placements
• Other duties include answering phones, emails, & welcoming client visitors, and assisting with meeting room setup for client meetings
• Onboarding, new accounts, funding
• Work with client teams to provide ongoing support of clients and their daily requests and goals
• Manage calendars and schedule meetings involving multiple participants, ensuring accuracy and efficiency in coordinating availability
• CRM subject matter expert and data steward
• Daily/Weekly Duties

Skills

Organizational skills

Time management

Analytical skills

Listening skills

Interpersonal skills

Microsoft Office

Fidelity experience

Pershing experience

Education

Associate or Bachelor’s degree preferred

FACCS Certification a plus

Tools

Fidelity

Pershing

Job description

About Sendero

Sendero Wealth Management is a privately owned, partner-led registered investment advisor headquartered in San Antonio, Texas. Founded in 2008, we serve multigenerational families, entrepreneurs, women, professionals, institutions, and charitable organizations with an institutional, fiduciary approach to preserving, protecting, and growing wealth. As a majority-employee-owned firm, our partners are engaged in every aspect of the business, including direct client relationships.

Position Summary

The Client Service Associate provides day-to-day operational and service support to the client team, helping ensure client needs and requests are handled accurately, efficiently, and with a high level of care. This role supports new account onboarding, account funding, asset movement, client documentation, meeting coordination, and ongoing account maintenance while maintaining accurate client information across multiple systems. The Client Service Associate works closely with team members to anticipate needs, resolve requests, maintain strong operational processes, and deliver a positive client experience. The role also serves as a key resource for CRM accuracy and contributes to process improvements that enhance the overall efficiency of the client service team.

Job Duties (including but not limited to)

• Support a client team of four with all operational and client service needs
• Responsible for daily asset movement requests (wires, ACHs, checks, journals, RMDs and ACATs)
• Quality check of day’s work (checks/securities received, journals, wires, etc.)
• Input and update information and notes in CRM, custodian systems, reporting software, and AML tools
• Assist other team members with various tasks and projects that may arise
• Contribute to the continued development and implementation of operational procedures and process improvements
• Prepare documents to support client service requests while ensuring accuracy and adhering to all regulatory and company compliance standards
• Understanding of alternative investment processes and preparation of paperwork for hedge funds and private placements
• Other duties include answering phones, emails, & welcoming client visitors, and assisting with meeting room setup for client meetings

• Onboarding, new accounts, funding
• Work with client teams to provide ongoing support of clients and their daily requests and goals

• Manage calendars and schedule meetings involving multiple participants, ensuring accuracy and efficiency in coordinating availability

• CRM subject matter expert and data steward
• Daily/Weekly Duties

Qualifications

• High school diploma required; Associate’s or Bachelor’s degree is preferred (business, finance, economics, or related)
• FACSC Certifications a plus
• Strong organizational and time management skills
• Strong analytical and listening skills
• Interpersonal skills to create a pleasant experience while working with a diverse group of clients and colleagues
• Ability to handle multiple projects, tasks, and meet numerous deadlines in a fast-paced, dynamic environment
• Proficient in Microsoft Office (Word, Excel, Outlook); experience with Fidelity and Pershing a plus.

What We Offer

• Competitive salary commensurate with experience
• Comprehensive benefits package
• Professional development opportunities
• Collaborative and supportive work environment
• Opportunity to grow with an expanding advisory firm